Capital Flow Monitor · Sponsors · CIK 2087654
HPI Tremont DST
2 HUNTLEY RD, OLD LYME, CT, 06371 · (860) 598-4300
Other Real Estate · Other· inc. DELAWARE true 2025
Fit score
57
- pct_sold>=95+26
- placement_agent+12
- filed<=7mo+9
- investors 61-150+6
- people+4
Offering
$21.6M
Sold
$21.6M
% sold
100.0%
Investors
71
Min investment
$200K
Exemption
506(c)
Filing history
| Filed | Form | Rule | Offering | Sold | % sold | Investors | |
|---|---|---|---|---|---|---|---|
| 2026-02-03 | D/A ·current | 506(c) | $21.6M | $21.6M | 100.0% | 71 | EDGAR ↗ |
| 2025-12-09 | D/A | 506(c) | $21.6M | $19.8M | 92.0% | 63 | EDGAR ↗ |
| 2025-11-26 | D/A | 506(c) | $21.6M | $17.3M | 80.4% | 52 | EDGAR ↗ |
| 2025-11-19 | D/A | 506(c) | $21.6M | $15.4M | 71.4% | 45 | EDGAR ↗ |
| 2025-11-07 | D/A | 506(c) | $21.6M | $11.7M | 54.3% | 34 | EDGAR ↗ |
| 2025-11-04 | D/A | 506(c) | $21.6M | $10.5M | 48.5% | 29 | EDGAR ↗ |
| 2025-10-23 | D | 506(c) | $21.6M | $5.8M | 27.0% | 22 | EDGAR ↗ |
Related persons
Executive officers, directors and promoters, as filed.
- N/A Hamilton Point Investments LLC — Executive Officer, Old Lyme, CT
- N/A HPI Tremont Trust Manager LLC — Executive Officer, Old Lyme, CT
- N/A HPI Tremont Depositor LLC — Executive Officer, Old Lyme, CT
- John David Kelsey — Executive Officer, Old Lyme, CT
Placement agents
- Emerson Equity Llc · 163 RE raises
- Dfpg Investments, Llc · 152 RE raises
- Dai Securities, Llc · 121 RE raises
- Realta Equities Inc. · 98 RE raises
- Fnex Capital, Llc · 160 RE raises
- Concorde Investment Services, Llc · 149 RE raises
- Arkadios Capital · 79 RE raises
- Chauner Securities, Inc. · 37 RE raises
- Sunbelt Securities, Inc. · 9 RE raises
- World Investment, Inc. · 8 RE raises
Source: SEC EDGAR Form D. Self-reported by the issuer. Not investment advice.