AltMountain

Trilogy Residences, LLC

Alpharetta, GA · CIK 1916411
Status: no Form D since Mar 2022. 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.

Trilogy Residences, LLC is a real estate fund based in Alpharetta, Georgia. According to its most recent Form D, filed Mar 10, 2022, it has sold $7,336,581 of interests to 27 investors since its first sale in Feb 2022. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Jack Rose; Jason Joseph.

Total raised
$7,336,581Cumulative sales reported on Form D
Investors
27
First sale
Feb 23, 2022
Minimum investment
$100,000
Who can invest
Not stated
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Jack Rose; Jason Joseph
Latest Form D
Mar 10, 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 Trilogy Residences, LLC

What is the minimum investment for Trilogy Residences, LLC?

According to its latest Form D, filed Mar 10, 2022, the minimum investment Trilogy Residences, LLC accepts from an outside investor is $100,000.

Who can invest in Trilogy Residences, LLC?

Trilogy Residences, LLC 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 Trilogy Residences, LLC raised?

Trilogy Residences, LLC reports $7,336,581 sold from 27 investors on its Form D filed Mar 10, 2022. This is cumulative sales since the offering began, not current assets or performance.

Where is Trilogy Residences, LLC based?

Trilogy Residences, LLC is based in Alpharetta, Georgia.

When did Trilogy Residences, LLC launch?

Trilogy Residences, LLC reports its first sale in Feb 2022.

Size compared with every real estate fund

Raised more than 80% of the 493 real estate funds based in Georgia, and more than 73% of all 7,316 that report sales.

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