Beam Trinity Fund LLC

Residential
Rule 506(b)
Cypress, Texas
Filed Nov 12, 2026

Raising: $1,000,000
Sold so far: $396,556; 40% sold
Investors: 4; 1 non-accredited
Average check: $99,139; Sold ÷ investors
Minimum: None stated
Sales commissions: $0; Issuer's estimate

In plain English

Beam Trinity Fund LLC, a residential real estate business based in Cypress, Texas, filed a Form D with the SEC on Nov 12, 2026 to raise $1 million. It reports $396,556 raised from 4 investors, 1 of them non-accredited, 40% of its target. That works out to roughly $99,000 per investor. It didn't state a minimum investment.

It filed under Rule 506(b), which means the offering can't be advertised to the public. Investors in these deals usually already have a relationship with the sponsor.

How it compares

Against the 582 real estate offerings filed Oct 14 – Nov 12, 2026.

This offeringMedian

Raise size$1M vs $6.8M median

Smaller than 88% of the 458 offerings that set a size.

How much is sold40% sold vs 47% median

Behind 53% of the 458 offerings with a set size.

Minimum investmentNone stated vs $50,000 median

166 of the 582 offerings didn't state one either.

Where the sponsor is based

The Texas housing market

Typical home value $296KChange, 12 months 1.5%

Form D lists the issuer's principal place of business, not where its properties are. Home values for Sep 2026.

See Texas market data

Filing details

File number: 021-604422
Latest filing: Form D, Nov 12, 2026
Accession number: 0002153479-26-000001
Entity type: Limited Liability Company
Industry group: Residential
Principal place of business: Cypress, Texas
Exemption claimed: Rule 506(b)
First sale: Nov 5, 2026

Timeline

First sale
Nov 5, 2026
Form D filed with the SEC
Nov 12, 2026
$397K sold (40% of the target)
As reported Nov 12, 2026

Other recent filings from Texas

All fund filings

This page summarizes a notice Beam Trinity Fund LLC filed with the SEC. Fidelis First is not affiliated with Beam Trinity Fund LLC, has not reviewed this offering and does not recommend it. Nothing here is an offer to sell or a solicitation of an offer to buy any security. Figures are as the issuer reported them on Nov 12, 2026 and may have changed since.

Sales commissions are the issuer's estimate for the whole offering, not amounts paid so far. Average check is derived: amount sold divided by number of investors. Issuers don't have to amend a Form D when sales or investor counts change, so these can lag.

Source: SEC EDGAR, Form D · As of Nov 12, 2026

Source: Data Provided by Zillow Group · As of Sep 2026