Form D · REITS and Finance

Trinity S2C REIT Investors LLC

Southlake, TX · CIK 0002012687

Offering snapshot reported Feb 21, 2024 · SEC filing

Reported sold
$1.78M
Offering amount: $75M
Investors reported
33
Form D · investor count
Minimum accepted
$0
Reported outside-investor minimum
First sale
Feb 7, 2024
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Feb 21, 2024Initial$1,775,500No comparison33SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
No
Business combination
No
Sales commissions
$124K (estimated)
Finders' fees
$0
Form D file number
021-505796
$1,775,500 x 7% = $124,285

Sales compensation recipients

Scroll to see all columns →

RecipientCRDAssociated broker-dealer
TPEG Securities LLC146726
Realta Equities Inc23769

Source: Form D, filed Feb 21, 2024. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

TRINITY S2C REIT INVESTORS LLC

Investment adviser: TRINITY INVESTORS FUND ADVISORS, LLC

Gross asset value
$5.5M
Beneficial owners
33
ADV minimum commitment
$50K

Reported in Form ADV on May 20, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian EQUITY TRUST COMPANY FORT MYERS, Florida, United States Related to adviser: No
Marketer ARETE WEALTH MANAGEMENT, LLC CHICAGO, Illinois, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
Yes

ARETE WEALTH MANAGEMENT, LLC
CRD 44856 · SEC 8-50854

Filing source

Form ADV 2107310 · May 20, 2026 · Schedule D 7.B.(1), fund 805-6236071081

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

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
Sanjay Chandra Executive
Daniel Meader Executive

Issuer details

Industry: REITS and Finance (See others in industry)

Address:
2102 E State Hwy 114 Ste 300
Southlake, TX, 76092