Form D · Residential

HZ Bellevue DST

San Francisco, CA · CIK 0001952206

Offering snapshot reported Dec 22, 2022 · SEC filing

Reported sold
$26.4M
Offering amount: $40.6M
Investors reported
8
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Dec 16, 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
Dec 22, 2022Initial$26,367,298No comparison8SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-468408
13(a) consists of $20,277,000 of Class A Units and $20,277,000 of Class B Units; 13(b) consists of $6,090,298 of Class A Units and $20,277,000 of Class B Units; 13(c) consists of $14,186,702 of Class A Units and $0 of Class B Units

Source: Form D, filed Dec 22, 2022. 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
* Delaware Trust Company Executive
* Hz Bellevue Depositor, Llc Director, Executive
* Hz Bellevue Dst Manager, Llc Director, Executive
* Hz Perpetual Income Fund Op, Llc Director, Executive

Issuer details

Industry: Residential (See others in industry)

Address:
37 Graham Street, Suite 200 B
San Francisco, CA, 94129