What amount sold does Trilogy Opportunity Zone Fund, LP report in Form D filings?

The latest linked filings report $76.5M sold across 1 identified offering(s). 1 unlinked amendment(s) are excluded; 0 offering(s) have no reported amount sold. This is not verified lifetime funding or money raised during a specific period.

When was Trilogy Opportunity Zone Fund, LP's most recent SEC filing?

Trilogy Opportunity Zone Fund, LP's most recent Form D filing was on 2021-05-24.

How many investors does Trilogy Opportunity Zone Fund, LP have?

The most recent Form D filing lists 31 investor(s).

What type of securities does Trilogy Opportunity Zone Fund, LP offer?

Trilogy Opportunity Zone Fund, LP's SEC Form D filings indicate equity offerings.

Trilogy Opportunity Zone Fund, LP

CIK: 0001764618·Pooled Investment Fund·CHICAGO, IL·Limited Partnership·Founded 2018

Reported Sold

$76,500,000

Total Filings

Identified Offerings

Last Filed

May 24, 2021

Employees

—

Reported sold uses the latest linked filing for each identified offering; it is not verified lifetime funding. SPV filings are shown separately. 1 unlinked amendment excluded.

About

Company in Pooled Investment Fund industry

SEC EDGAR

Offering filing timeline

May 24, 2021Form D/A — Amendment

Reported sold: $159,419,000 · Target: Indefinite

No verified predecessor available.

Rule 506(b)·31 investors·Section 3(c), Section 3(c)(5)

Jan 24, 2019Form D — New notice

Reported sold: $76,500,000 · Target: $100,000,000

Rule 506(b)·11 investors·Section 3(c), Section 3(c)(5)

Fundraising Profile

Exemptions

Rule 506(b)

Investors in latest filing

Revenue Range

—

Reported commissions across identified offerings

Amendment Rate

50%

Latest reported sold across 1 identified offering

$76,500,000

Uses the latest linked filing for each offering. This is not a measure of money raised in the last year or verified lifetime funding.

1 unlinked amendment excluded.

Key People

CLAYTON HANSON

Related Person

Appears on 2 filings

JESSE KARASIK

Related Person

Appears on 2 filings

Trilogy Real Estate Group, LLC

Related Person

Appears on 2 filings

Neil S. Gehani

Related Person

Appears on 2 filings

Girish Gehani

Related Person

Appears on 2 filings

-T

-- Trilogy Opportunity Zone Advisors, LLC

Related Person

Appears on 2 filings

Filing History

Date	Type	Offering target	Reported sold	Investors
May 24, 2021	Amendment	Indefinite	$159,419,000	31
Jan 24, 2019	New	$100,000,000	$76,500,000	11

Filing History

Amendment insights

Loading amendment history…

Comparable issuers

Matched on reported industry and issuer type, then ranked by business location, offering target, and recency. These are filing comparables, not verified business competitors.

Cockroach Fund, LLC

Pooled Investment Fund

Offering target: Indefinite

Filed Nov 4, 2026