Form D · REITS and Finance

TRECO REIT Subsidiary, LLC

Fort Worth, TX · CIK 0002051246

Offering snapshot reported Jan 21, 2025 · 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 7, 2025
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
Jan 21, 2025Initial$125,000No comparison125SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C.7, 3C
Duration over one year
No
Business combination
No
Sales commissions
$6.25K
Finders' fees
$0
Form D file number
021-535798
The sales commission payable to the recipients identified in Item 12 is 5% of the total capital raised.

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

Source: Form D, filed Jan 21, 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
Doug Bouquard Director
Matthew Coleman Director
Martin Davidson Executive
Joann Harris Executive
Jordan Kolar Executive
Chris Leahy Director
Steven A. Willmann Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
301 Commerce Street, Suite 3300
Fort Worth, TX, 76102