Waterloo Trails Holdings, LP is a real estate fund based in Dallas, Texas. According to its most recent Form D, filed Jun 24, 2026, it has sold $4,576,625 of interests to 24 investors since its first sale in Apr 2026. The filing does not set a minimum investment. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Robert Pool; Waterloo Trails Development GP, LLC; Preston Landrum.
- Total raised
- $4,576,625Cumulative sales reported on Form D
- Investors
- 24
- First sale
- Apr 9, 2026
- Minimum investment
- None set
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Robert Pool; Waterloo Trails Development GP, LLC; Preston Landrum
- Latest Form D
- Jun 24, 2026
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 Waterloo Trails Holdings, LP
What is the minimum investment for Waterloo Trails Holdings, LP?
Waterloo Trails Holdings, LP's latest Form D, filed Jun 24, 2026, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in Waterloo Trails Holdings, LP?
Waterloo Trails Holdings, LP 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 Waterloo Trails Holdings, LP raised?
Waterloo Trails Holdings, LP reports $4,576,625 sold from 24 investors on its Form D filed Jun 24, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Waterloo Trails Holdings, LP based?
Waterloo Trails Holdings, LP is based in Dallas, Texas.
When did Waterloo Trails Holdings, LP launch?
Waterloo Trails Holdings, LP reports its first sale in Apr 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 74% of the 1,419 real estate funds based in Texas, and more than 64% of all 7,349 that report sales.