Form D · REITS and Finance

Block 58 Investment Trust

Houston, TX · CIK 0001800115

Offering snapshot reported Jan 17, 2020 · SEC filing

Reported sold
$123K
Offering amount: $125K
Investors reported
123
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Jan 9, 2020
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 17, 2020Initial$123,000No comparison123SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-358400

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Charles Harrison3071551H & L Equities, LLC · CRD 113794
Lori Mayfield4899271H & L Equities, LLC · CRD 113794
Patrick Whelchel5389090H & L Equities, LLC · CRD 113794
Scott Harrison4981070H & L Equities, LLC · CRD 113794
Charles Mathes5980160H & L Equities, LLC · CRD 113794

Source: Form D, filed Jan 17, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Denis Boulianne Director, Executive
Mark A. Cover Director, Executive
Philip A. Croker Executive
Jeffrey C. Hines Director
Claudie Imbleau Chagnon Executive
John Mooz Director, Executive
Adil Noorani Executive
Jonathan Pearce Executive
Brandee Rogers Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
609 Main Street, Suite 2400
Houston, TX, 77002