Form D · Residential

DC Trident Top Tier REIT, LLC

Boca Raton, FL · CIK 0001908323

Offering snapshot reported Feb 2, 2022 · SEC filing

Reported sold
$125K
Offering amount: $125K
Investors reported
125
Form D · investor count
Minimum accepted
$1K
Reported outside-investor minimum
First sale
Jan 26, 2022
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
Feb 2, 2022Initial$125,000No comparison125SEC 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
021-431937
5% of total amount sold

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 Feb 2, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

HALLE PARACHUTE HOLDINGS LLC

Investment adviser: HALLE CAPITAL MANAGEMENT LP

Gross asset value
$157M
Beneficial owners
58
ADV minimum commitment
$0

Reported in Form ADV on Apr 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ULTIMUS LEVERPOINT PRIVATE FUND SOLUTIONS CLIFTON PARK, New York, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor RSM US LLP NEW YORK, New York, United States
Custodian CITIZENS BANK, N.A. PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Custodian MORGAN STANLEY & CO. LLC NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

RSM US LLP
PCAOB 49

CITIZENS BANK, N.A.
LEI DRMSV1Q0EKMEXLAU

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

MORGAN STANLEY & CO. LLC
SEC 8-15869

Filing source

Form ADV 2100564 · Apr 29, 2026 · Schedule D 7.B.(1), fund 805-7121289792

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Marc Ganzi Executive
Jeffrey Ginsberg Director, Executive
Geoffrey Goldschein Executive
Steven Sonnenstein Director, Executive
Liam Stewart Director, Executive

Issuer details

Industry: Residential (See others in industry)

Address:
750 Park Of Commerce Drive, Suite 210
Boca Raton, FL, 33487