HZ Echelon DST
HZ Echelon DST is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Aug 26, 2022, it has sold $4,080,694 of interests to 5 investors since its first sale in Aug 2022. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include HZ Echelon Depositor, LLC; HZ Echelon Trust Manager, LLC; Delaware Trust Company.
- Total raised
- $4,080,694Cumulative sales reported on Form D
- Investors
- 5
- First sale
- Aug 4, 2022
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- HZ Echelon Depositor, LLC; HZ Echelon Trust Manager, LLC; Delaware Trust Company
- Latest Form D
- Aug 26, 2022
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 HZ Echelon DST
What is the minimum investment for HZ Echelon DST?
According to its latest Form D, filed Aug 26, 2022, the minimum investment HZ Echelon DST accepts from an outside investor is $25,000.
Who can invest in HZ Echelon DST?
HZ Echelon DST is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has HZ Echelon DST raised?
HZ Echelon DST reports $4,080,694 sold from 5 investors on its Form D filed Aug 26, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is HZ Echelon DST based?
HZ Echelon DST is based in San Francisco, California.
When did HZ Echelon DST launch?
HZ Echelon DST reports its first sale in Aug 2022.
Size compared with every real estate fund
Raised more than 69% of the 1,092 real estate funds based in California, and more than 61% of all 7,351 that report sales.