Form D · Other Real Estate
HPI Bandera DST
Old Lyme, CT · CIK 0002069181
Offering snapshot reported Jul 29, 2025 · SEC filing
- Reported sold
- $20.7M Offering amount: $20.7M
- Investors reported
- 50 Form D · investor count
- Minimum accepted
- $200K Reported outside-investor minimum
- First sale
- Jun 11, 2025 As reported in this filing
Fundraising history
Reported soldDates 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$20,344,787 → $20,732,787
- Reported investors48 → 50
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Jul 29, 2025 | Amendment | $20,732,787 | $388,000vs Jul 21, 2025 | 50 | SEC filing |
| Jul 21, 2025 | Amendment | $20,344,787 | $340,000vs Jul 7, 2025 | 48 | SEC filing |
| Jul 7, 2025 | Amendment | $20,004,787 | $4,621,776vs Jun 26, 2025 | 46 | SEC filing |
| Jun 26, 2025 | Initial | $15,383,011 | No comparison | 39 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06c, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.45M (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-549987
Regarding Item 11, the Issuer may accept smaller investments in the Issuer's sole discretion.
Sales Commissions include estimates of the maximum amount of Selling Commissions and Dealer Fees that may be paid.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Realta Equities, Inc. | 23769 | |
| DAI Securities, LLC | 36673 | |
| DFPG Investments, LLC | 155576 | |
| Arete Wealth Management, LLC | 44856 | |
| World Investments, Inc. | 20626 | |
| Madison Avenue Securities, LLC | 23224 | |
| FNEX Capital, LLC | 166316 | |
| Great Point Capital LLC | 114203 | |
| Emerson Equity LLC | 130032 | |
| Chauner Securities, Inc. | 10075 | |
| Concorde Investment Services, LLC | 151604 |
Source: Form D, filed Jul 29, 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.
| Name | Reported role |
|---|---|
| N/A Hamilton Point Investments Llc | Executive |
| N/A Hpi Bandera Depositor Llc | Executive |
| N/A Hpi Bandera Trust Manager Llc | Executive |
| John David Kelsey | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2 Huntley Rd
Old Lyme, CT, 06371
Old Lyme, CT, 06371