Form D · Other Real Estate
Trinity Ivy Flats Investors LLC
Southlake, TX · CIK 0001931145
Offering snapshot reported Nov 14, 2023 · SEC filing
- Reported sold
- $1.69M Offering amount: $15M
- Investors reported
- 48 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Oct 31, 2023 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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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 14, 2023 | Initial | $1,686,750 | No comparison | 48 | SEC filing |
| Sep 8, 2023 | Initial | $1,354,000 | No comparison | 41 | SEC filing |
| Jun 13, 2022 | Initial | $27,750,000 | No comparison | 219 | SEC filing |
Offering details
- Securities
- Equity, Pooled investment fund
- Exemptions
- 06b, 3C, 3C.5
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-497110
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| TPEG Securities LLC | 146726 | |
| Coastal Equities Inc | 23769 |
Source: Form D, filed Nov 14, 2023. 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.
| Name | Reported role |
|---|---|
| Sanjay Chandra | Executive |
| Dan Meader | Executive |
Issuer details
Industry: Other Real Estate (See others in industry)
Address:
2102 E State Hwy 114 Ste 300
Southlake, TX, 76092
Southlake, TX, 76092