SEC filing record
Primary Source · SEC.gov

TruAmerica Workforce Housing Fund I-B, L.P.

Fund Vehicle2020 vintageRule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7)Filing record

Built from the SEC filing index the day the filing landed. The figures below are the issuer's own from Form D; AltStreet's analysis, sponsor link and data flags follow when the entity is enriched.

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What this filing shows

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Every sentence is a value as filed on SEC Form D

TruAmerica Workforce Housing Fund I-B, L.P. is a Delaware limited partnership that filed a Form D with the SEC on November 23, 2020, describing itself as a private equity fund. The offering claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) and covers pooled investment fund interests. TruAmerica Workforce Housing Fund I-B, L.P. reported that the first sale had not yet occurred as of the Form D filed November 23, 2020, so no amount sold or investor count is on file. The total offering amount is listed as indefinite. The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated. The Form D names LightPath Capital, Inc. (CRD 34617), associated with None; Triton Pacific Capital, LLC (CRD 40817), associated with None as recipients of sales compensation soliciting in AZ, CA, CO, CT, FL, IL, MA, MT, NC, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI. The issuer's address of record is Truamerica Multifamily LLC, 10100 Santa Monica Boulevard, Suite 400, Los Angeles, CA 90067.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0001832842
Entity NameTruAmerica Workforce Housing Fund I-B, L.P.
ExemptionRule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7)
What the exemption meansRule 506(b) of Regulation D: securities may be sold to an unlimited number of accredited investors and up to 35 non-accredited investors who meet the rule's sophistication standard, without general solicitation or advertising. Section 3(c) of the Investment Company Act of 1940: the issuer is a pooled investment vehicle relying on an exclusion from registration as an investment company. Section 3(c)(1) of the Investment Company Act: the fund is excluded from investment-company registration because it has no more than 100 beneficial owners. Section 3(c)(7) of the Investment Company Act: the fund is excluded from investment-company registration because every investor is a qualified purchaser, generally an individual with at least $5 million in investments or an institution with at least $25 million.
Entity TypeLimited Partnership
Jurisdiction of OrganizationDelaware
Issuer AddressTruamerica Multifamily LLC, 10100 Santa Monica Boulevard, Suite 400, Los Angeles, CA 90067
Phone(424) 325-2744
Industry / Fund TypePooled Investment Fund · Private Equity Fund
Investment Company ActExcluded under Section 3(c)(1) (100 beneficial owners or fewer) and Section 3(c)(7) (qualified purchasers only) (both boxes checked on the filing)
Securities TypePooled investment fund interests
First Sale DateNot yet occurred (as filed)
Filing DateNovember 23, 2020
Accession Number0001832825-20-000002
Total Offering AmountIndefinite
Total Amount Sold$0 (no sales yet)
Total Investors0 (no sales yet)
Non-Accredited InvestorsNone
Minimum Investment$0 (no stated minimum)
Offering DurationIntended to last more than one year
Revenue RangeDecline to Disclose
State (Issuer Address)CA
Amendment CountOriginal filing only

Filings on Record

Every filing AltStreet's ledger holds for this CIK, newest first. Each opens the SEC archive folder.

In the Terminal

Filing events

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Statements extracted

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none on file

NAV prints

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Offering chains

1

pre_sale

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Fund family Part of the TruAmerica Workforce Housing Fund family: 5 vehicles across 2 generations · full family and the filing behind each link in the terminal

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Related Persons (Form D)

Executive officers, directors, and promoters listed on the SEC Form D filing. Source: SEC.gov.

Mark Enfield

Executive Officer · Los Angeles, CA

Executive Officer of the Issuer's General Partner

Robert E. Hart

Executive Officer · Los Angeles, CA

Noah E. Hochman

Executive Officer · Los Angeles, CA

Amir E. Eshkol

Executive Officer · Los Angeles, CA

Matthew E. Ferrari

Executive Officer · Los Angeles, CA

Karen E. Millan

Executive Officer · Los Angeles, CA

Placement Agents and Sales Compensation (Form D)

Who the issuer reported paying to sell the securities (Form D Item 12), with the FINRA registration number the filer gave. Source: SEC.gov.

LightPath Capital, Inc.CRD 34617 on BrokerCheck

Associated broker-dealer: None · Los Angeles, CA · Soliciting in AZ, CA, CO, CT, FL, IL, MA, MT, NC, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI

Triton Pacific Capital, LLCCRD 40817 on BrokerCheck

Associated broker-dealer: None · Marina Del Rey, CA · Soliciting in CA, DC, NY, OH

Questions About TruAmerica Workforce Housing Fund I-B, L.P.

Each answer is built from the values on the SEC filing and the AltStreet ledger, not from the issuer's marketing.

What is TruAmerica Workforce Housing Fund I-B, L.P.?

TruAmerica Workforce Housing Fund I-B, L.P. is a Delaware limited partnership that filed a Form D with the SEC on November 23, 2020 as a private equity fund. The filing claims Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) for an offering of pooled investment fund interests.

Is TruAmerica Workforce Housing Fund I-B, L.P. legit?

AltStreet does not rate legitimacy; it reports the public record. TruAmerica Workforce Housing Fund I-B, L.P. filed a Form D with the SEC on November 23, 2020 claiming Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7). A Form D is a notice of an exempt offering, not a review or approval of it. No sales had been reported as of that notice. AltStreet's enforcement record (SEC, FINRA and state actions) shows no action naming the issuer as of today. Before investing, confirm the filing on EDGAR, check the seller's registration on FINRA BrokerCheck, and read the offering documents, which a Form D does not include.

Is TruAmerica Workforce Housing Fund I-B, L.P. registered with or approved by the SEC?

No. A Form D is a notice that an issuer is selling securities under an exemption from registration, and the SEC does not review, approve, or pass on the merits of the offering. The filing shows that TruAmerica Workforce Housing Fund I-B, L.P. claimed Rule 506(b), Section 3(c), Section 3(c)(1), Section 3(c)(7) and disclosed the items the form requires, such as the amount sold, the minimum investment, related persons, and anyone paid to sell the securities. It does not verify the issuer's claims or its business.

How much has TruAmerica Workforce Housing Fund I-B, L.P. raised?

TruAmerica Workforce Housing Fund I-B, L.P. reported that the first sale had not yet occurred as of the Form D filed November 23, 2020, so no amount sold or investor count is on file. The total offering amount is listed as indefinite.

Who can invest in TruAmerica Workforce Housing Fund I-B, L.P.?

The offering relies on Rule 506(b), which permits sales to accredited investors and to no more than 35 non-accredited investors who meet a sophistication standard, and prohibits general solicitation. The filing checks both Section 3(c)(1), which caps the fund at 100 beneficial owners, and Section 3(c)(7), which requires every investor to be a qualified purchaser, generally an individual with at least $5 million in investments. A fund normally relies on one or the other. The filing reports no non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in TruAmerica Workforce Housing Fund I-B, L.P.?

The Form D lists the minimum investment as $0, which means the issuer did not state a minimum on the form. The offering documents, not the Form D, set the actual subscription terms.

Who is selling TruAmerica Workforce Housing Fund I-B, L.P. and how are they paid?

The Form D names LightPath Capital, Inc. (CRD 34617), associated with None; Triton Pacific Capital, LLC (CRD 40817), associated with None as recipients of sales compensation soliciting in AZ, CA, CO, CT, FL, IL, MA, MT, NC, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI.

Who is behind TruAmerica Workforce Housing Fund I-B, L.P.?

The Form D lists 6 related persons: Mark Enfield, executive officer (Executive Officer of the Issuer's General Partner); Robert E. Hart, executive officer; Noah E. Hochman, executive officer; Amir E. Eshkol, executive officer; Matthew E. Ferrari, executive officer; Karen E. Millan, executive officer. Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is TruAmerica Workforce Housing Fund I-B, L.P. located?

The issuer's address on its SEC filings is Truamerica Multifamily LLC, 10100 Santa Monica Boulevard, Suite 400, Los Angeles, CA 90067. Its phone number of record is (424) 325-2744. It is organized under the laws of Delaware.

How long is the TruAmerica Workforce Housing Fund I-B, L.P. offering open?

The issuer indicated that the offering is intended to last more than one year. An issuer must amend its Form D annually while a continuing offering stays open, and no amendment is on record yet.

How large is TruAmerica Workforce Housing Fund I-B, L.P.?

The issuer declined to disclose its revenue range on the Form D, which the form permits.

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Data Methodology

Capital raise figures, investor counts, and filing dates are sourced directly from SEC EDGAR Form D primary documents via the SEC EDGAR submissions API and full-text search index. EDGAR entity profiles and deal-level data are reviewed by AltStreet analysts with backgrounds in corporate finance and securities law — cross-referenced against offering circulars, audited financial statements, and primary regulatory filings before publication. Platform-provided information, where present, is clearly labeled and does not affect EDGAR data or AltStreet editorial coverage. Platforms may request factual corrections for demonstrable inaccuracies by contacting [email protected]. This page does not constitute investment advice.