Beam Trinity Fund LLC is a real estate fund based in Cypress, Texas. According to its most recent Form D, filed Nov 12, 2026, it has sold $396,556 of interests to 4 investors since its first sale in Nov 2026. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Mary Martinez.
- Total raised
- $396,556Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Nov 5, 2026
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Mary Martinez
- Latest Form D
- Nov 12, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Beam Trinity Fund LLC
What is the minimum investment for Beam Trinity Fund LLC?
Beam Trinity Fund LLC's latest Form D, filed Nov 12, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Beam Trinity Fund LLC?
Beam Trinity Fund LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has Beam Trinity Fund LLC raised?
Beam Trinity Fund LLC reports $396,556 sold from 4 investors on its Form D filed Nov 12, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Beam Trinity Fund LLC based?
Beam Trinity Fund LLC is based in Cypress, Texas.
When did Beam Trinity Fund LLC launch?
Beam Trinity Fund LLC reports its first sale in Nov 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 42% of the 1,419 real estate funds based in Texas, and more than 22% of all 7,348 that report sales.