Trinity Mortgage Fund, LLC is a real estate fund based in Del Mar, California. According to its most recent Form D, filed Mar 24, 2017, it has sold $5,535,000 of interests to 6 investors since its first sale in Mar 2017. The minimum investment it accepts from an outside investor is $150,000. The offering uses Rule 506(c), which permits general advertising to investors verified as accredited. Related persons named in the filing include John McColl; Stephen Kuptz; Jack Francis.
- Total raised
- $5,535,000Cumulative sales reported on Form D
- Investors
- 6
- First sale
- Mar 22, 2017
- Minimum investment
- $150,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(c)May advertise; investors must be verified as accredited
- Key people and entities
- John McColl; Stephen Kuptz; Jack Francis
- Latest Form D
- Mar 24, 2017
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 Trinity Mortgage Fund, LLC
What is the minimum investment for Trinity Mortgage Fund, LLC?
According to its latest Form D, filed Mar 24, 2017, the minimum investment Trinity Mortgage Fund, LLC accepts from an outside investor is $150,000.
Who can invest in Trinity Mortgage Fund, LLC?
Trinity Mortgage Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(c), so it may advertise, but every investor must be verified as accredited.
How much has Trinity Mortgage Fund, LLC raised?
Trinity Mortgage Fund, LLC reports $5,535,000 sold from 6 investors on its Form D filed Mar 24, 2017. This is cumulative sales since the offering began, not current assets or performance.
Where is Trinity Mortgage Fund, LLC based?
Trinity Mortgage Fund, LLC is based in Del Mar, California.
When did Trinity Mortgage Fund, LLC launch?
Trinity Mortgage Fund, LLC reports its first sale in Mar 2017.
Size compared with every real estate fund
Raised more than 74% of the 1,090 real estate funds based in California, and more than 68% of all 7,321 that report sales.