Form D · Other

HEX Investment Trust

Hartwell, GA · CIK 0001920275

Offering snapshot reported Jan 3, 2025 · SEC filing

Reported sold
$669K
Indefinite offering
Investors reported
5
Form D · investor count
Minimum accepted
$10K
Reported outside-investor minimum
First sale
May 13, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$335K$669KMay 13, 2022Jan 31, 2024: $615,998.00Jan 31, 2024Jan 3, 2025: $669,071.00Jan 3, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$615,998 → $669,071

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 3, 2025Amendment$669,071$53,073vs Jan 31, 20245SEC filing
Jan 31, 2024Amendment$615,998No comparison5SEC filing
May 13, 2022InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Other
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-445539
Rounded number
Units in the Trust

Source: Form D, filed Jan 3, 2025. 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
James Brengle Executive
Stalin Rodriguez Executive
Blake R. Schaper Executive
Na Spectre Holdings, Llc Executive

Issuer details

Industry: Other (See others in industry)

Address:
122 West Franklin Street
Hartwell, GA, 30643