Form D · Other Real Estate

HFS UTrails, LP

Dallas, TX · CIK 0001793797

Offering snapshot reported Nov 14, 2019 · SEC filing

Reported sold
$1.28M
Offering amount: $1.28M
Investors reported
13
Form D · investor count
Minimum accepted
$7.5K
Reported outside-investor minimum
First sale
Oct 17, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$640K$1.28MNov 14, 2019: $1,280,000.00Nov 14, 2019Nov 14, 2019: $1,280,000.00Nov 14, 2019

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Nov 14, 2019Initial$1,280,000No comparison13SEC filing
Nov 14, 2019Amendment$1,280,000$0vs Nov 14, 201913SEC filing

Offering details

Securities
Equity
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-353315

Source: Form D, filed Nov 14, 2019. 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

HFS UTRAILS, LP

Investment adviser: HOWARD FINANCIAL SERVICES, LTD.

Gross asset value
$0
Beneficial owners
13
ADV minimum commitment
$100K

Reported in Form ADV on Mar 30, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Auditor BKM SOWAN HORAN ADDISON, Texas, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No

BKM SOWAN HORAN
PCAOB 5127

Filing source

Form ADV 1701953 · Mar 30, 2023 · Schedule D 7.B.(1), fund 805-2567512314

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
* Hffm, Inc. Promoter
* Hfs Capital Partners, Llc Promoter
* Hfs U Trails Investors, Lp Promoter
James N. Howard Executive
John T. Howard Executive
Stephen J. Howard Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
8350 Meadow Road Suite 181
Dallas, TX, 75231