Form D · Other Investment Fund

Trestle Financial, LLC

Springville, UT · CIK 0002023359

Offering snapshot reported Jul 20, 2026 · SEC filing

Reported sold
$1.02M
Offering amount: $20M
Investors reported
4
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Dec 5, 2024
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$508K$1.02MJul 12, 2024Jul 14, 2025: $916,000.00Jul 14, 2025Jul 20, 2026: $1,016,000.00Jul 20, 2026

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$916,000 → $1,016,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jul 20, 2026Amendment$1,016,000$100,000vs Jul 14, 20254SEC filing
Jul 14, 2025Amendment$916,000No comparison4SEC filing
Jul 12, 2024InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-518648

Source: Form D, filed Jul 20, 2026. 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
N/A Passion Capital Partners, Llc Director, Executive
Scott Stellmon Executive, Promoter
Kirt Williams Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1741 W 500 N Suite 1
Springville, UT, 84663