Form D · Other Investment Fund

Trident Preneed, L.L.C.

Houston, TX · CIK 0001785233

Offering snapshot reported Sep 20, 2019 · SEC filing

Reported sold
$300M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$1
Reported outside-investor minimum
First sale
Sep 15, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$200M$400MSep 20, 2019: $400,000,000.00Sep 20, 2019Sep 20, 2019: $300,000,000.00Sep 20, 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.

  • Reported sold$400,000,000 → $300,000,000

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 20, 2019Initial$400,000,000No comparison1SEC filing
Sep 20, 2019Amendment$300,000,000-$100,000,000vs Sep 20, 20191SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-349317

Source: Form D, filed Sep 20, 2019. 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 Argent Trust Company, Trustee Director
N/A Bbva Usa, Trustee Director
N/A Clear Point Federal Bank & Trust, Trustee Director
Kristine Eppes Executive
N/A Regions Bank, Trustee Director
N/A Sun Trust Bank, Trustee Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
1929 Allen Parkway
Houston, TX, 77019