Trident Preneed, L.L.C. is a private investment fund based in Houston, Texas. According to its most recent Form D, filed Sep 20, 2019, it has sold $300,000,000 of interests to 1 investor since its first sale in Sep 2019. The minimum investment it accepts from an outside investor is $1. It relies on the Section 3(c)(7) exclusion, so investors generally must be qualified purchasers. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Kristine Eppes; ClearPoint Federal Bank & Trust, Trustee; BBVA USA, Trustee.
- Total raised
- $300,000,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Sep 15, 2019
- Minimum investment
- $1
- Who can invest
- Qualified purchasersSection 3(c)(7): generally $5M+ in investments
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Kristine Eppes; ClearPoint Federal Bank & Trust, Trustee; BBVA USA, Trustee
- Latest Form D
- Sep 20, 2019
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 Trident Preneed, L.L.C.
What is the minimum investment for Trident Preneed, L.L.C.?
According to its latest Form D, filed Sep 20, 2019, the minimum investment Trident Preneed, L.L.C. accepts from an outside investor is $1.
Who can invest in Trident Preneed, L.L.C.?
Trident Preneed, L.L.C. is generally open only to qualified purchasers (generally individuals with at least $5 million in investments), because it relies on Section 3(c)(7). It uses Rule 506(b), which does not allow general advertising.
How much has Trident Preneed, L.L.C. raised?
Trident Preneed, L.L.C. reports $300,000,000 sold from 1 investor on its Form D filed Sep 20, 2019. This is cumulative sales since the offering began, not current assets or performance.
Where is Trident Preneed, L.L.C. based?
Trident Preneed, L.L.C. is based in Houston, Texas.
When did Trident Preneed, L.L.C. launch?
Trident Preneed, L.L.C. reports its first sale in Sep 2019.
Size compared with every private investment fund
Raised more than 91% of the 878 private investment funds based in Texas, and more than 83% of all 10,266 that report sales.