AltMountain

HZ Rivertop DST

Status: no Form D since Jan 2023. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

HZ Rivertop DST is a real estate fund based in San Francisco, California. According to its most recent Form D, filed Jan 17, 2023, it has sold $42,830,423 of interests to 24 investors since its first sale in Dec 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 Perpetual Income Fund OP, LLC; HZ Rivertop DST Manager, LLC; Delaware Trust Company.

Total raised
$42,830,423Cumulative sales reported on Form D
Investors
24
First sale
Dec 29, 2022
Minimum investment
$25,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
HZ Perpetual Income Fund OP, LLC; HZ Rivertop DST Manager, LLC; Delaware Trust Company
Latest Form D
Jan 17, 2023

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 Rivertop DST

What is the minimum investment for HZ Rivertop DST?

According to its latest Form D, filed Jan 17, 2023, the minimum investment HZ Rivertop DST accepts from an outside investor is $25,000.

Who can invest in HZ Rivertop DST?

HZ Rivertop 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 Rivertop DST raised?

HZ Rivertop DST reports $42,830,423 sold from 24 investors on its Form D filed Jan 17, 2023. This is cumulative sales since the offering began, not current assets or performance.

Where is HZ Rivertop DST based?

HZ Rivertop DST is based in San Francisco, California.

When did HZ Rivertop DST launch?

HZ Rivertop DST reports its first sale in Dec 2022.

Size compared with every real estate fund

Raised more than 93% of the 1,095 real estate funds based in California, and more than 93% of all 7,350 that report sales.

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