Form D · Other Investment Fund

Trilogy Multifamily Opportunity Zone Fund, L.P.

Chicago, IL · CIK 0001952686

Offering snapshot reported Sep 18, 2026 · SEC filing

Reported sold
$46.2M
Offering amount: $100M
Investors reported
149
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jun 24, 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
Sep 18, 2026Amendment$46,198,921No comparison149SEC filing
Jan 18, 2023Amendment$4,089,000$0vs Nov 22, 202211SEC filing
Nov 22, 2022Initial$4,089,000No comparison11SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06c, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-465568
The placement agent is entitled to receive a fee and a portion of the gross proceeds of this offering.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Arete Wealth Management, LLC44856

Source: Form D, filed Sep 18, 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
Neil Gehani Executive
Clayton Hansen Executive
Clayton Hanson Executive
Jesse Karasik Executive
N/A Trilogy Multifamily Opportunity Zone Advisors, Llc Executive
N/A Trilogy Real Estate Group, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
520 W Erie St. Suite 100
Chicago, IL, 60654