HZ Jefferson Square DST
HZ Jefferson Square DST is a real estate fund based in San Francisco, California. According to its most recent Form D, filed May 24, 2022, it has sold $21,405,456 of interests to 10 investors since its first sale in May 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 Jefferson Square Depositor, LLC; HZ Jefferson Square Trust Manager, LLC; Delaware Trust Company.
- Total raised
- $21,405,456Cumulative sales reported on Form D
- Investors
- 10
- First sale
- May 4, 2022
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- HZ Jefferson Square Depositor, LLC; HZ Jefferson Square Trust Manager, LLC; Delaware Trust Company
- Latest Form D
- May 24, 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 Jefferson Square DST
What is the minimum investment for HZ Jefferson Square DST?
According to its latest Form D, filed May 24, 2022, the minimum investment HZ Jefferson Square DST accepts from an outside investor is $25,000.
Who can invest in HZ Jefferson Square DST?
HZ Jefferson Square 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 Jefferson Square DST raised?
HZ Jefferson Square DST reports $21,405,456 sold from 10 investors on its Form D filed May 24, 2022. This is cumulative sales since the offering began, not current assets or performance.
Where is HZ Jefferson Square DST based?
HZ Jefferson Square DST is based in San Francisco, California.
When did HZ Jefferson Square DST launch?
HZ Jefferson Square DST reports its first sale in May 2022.
Size compared with every real estate fund
Raised more than 87% of the 1,091 real estate funds based in California, and more than 88% of all 7,348 that report sales.