Form D · Other Investment Fund

Trilogy Opportunity Zone Fund, LP

Chicago, IL · CIK 0001764618

Offering snapshot reported May 24, 2021 · SEC filing

Reported sold
$159M
Indefinite offering
Investors reported
31
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Jan 9, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$79.7M$159MJan 24, 2019: $76,500,000.00Jan 24, 2019Jan 23, 2020: $98,929,900.00Jan 23, 2020May 24, 2021: $159,419,000.00May 24, 2021

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$98,929,900 → $159,419,000
  • Reported investors23 → 31

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 24, 2021Amendment$159,419,000$60,489,100vs Jan 23, 202031SEC filing
Jan 23, 2020Amendment$98,929,900$22,429,900vs Jan 24, 201923SEC filing
Jan 24, 2019Initial$76,500,000No comparison11SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-331289

Source: Form D, filed May 24, 2021. 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 S. Gehani Executive, Promoter
Girish Gehani Executive, Promoter
Clayton Hanson Executive, Promoter
Jesse Karasik Executive, Promoter
Trilogy Opportunity Zone Advisors, Llc Executive
Trilogy Real Estate Group, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O Trilogy Real Estate Group, Llc 520 West Erie Street, Suite 100
Chicago, IL, 60654