SEC filing record
Primary Source · SEC.gov

Rise Trinity Partners, LLC

Fund Vehicle2026 vintage506(b), 3(c)
Latest signalNew Form D filerForm D · 2026-11-09Last filing 2026-11-09

Raised

$17M

Investors

55

Min Invest

None stated

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AltStreet Analysis

·

Generated from EDGAR primary sources

Rise Trinity Partners, LLC is an Arizona-formed pooled investment fund that filed a Form D on 2026-11-09 reporting $17.5M raised from 55 investors under Rule 506(b), with a concurrent 3(c) investment company exemption. No minimum investment amount is disclosed on the filing, and the entity does not appear linked to any previously identified platform or fund family in the AltStreet database.

This filing sits within the broader alternative investment pooled-fund category, using the standard 506(b)/3(c) exemption pairing common to privately offered investment vehicles. At roughly $318K average investment across 55 investors on a $17.5M raise, the check size is mid-range relative to typical private fund offerings in this space, and the absence of a stated minimum on the public filing is standard practice rather than a distinguishing feature.

Data Flags

first_sale_dateFirst sale date is not disclosed despite the filing reporting $17.5M already sold to 55 investors, making it unclear when the raise actually commenced.
exemptionFiling claims both 506(b) and 3(c) exemptions simultaneously, which is a common pairing for pooled investment fund filings rather than entity-specific.
industry_groupIndustry group field left unspecified on the filing.

EDGAR Filing Data

Form D — Primary Source

View on SEC.gov
CIK Number0002150986
Entity NameRise Trinity Partners, LLC
ExemptionRule 506(b), Section 3(c), 3C.5
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.
Entity TypeLimited Liability Company
Jurisdiction of OrganizationArizona
Year Organized2026
Issuer Address8324 E Hartford Drive, Scottsdale, AZ 85255
Phone(602) 679-7209
Industry / Fund TypeResidential
Investment Company ActExcluded under Section 3(c)
Securities TypeEquity, Pooled Investment Fund
First Sale Date—
Filing DateNovember 9, 2026
Accession Number0002150986-26-000001
Total Offering Amount$17,462,860
Total Amount Sold$17,462,860
Amount Remaining$0
Total Investors55
Non-Accredited Investors4
Minimum Investment$0 (no stated minimum)
Offering DurationOne year or less
Sales Commissions$325,000 (to Velerity Group, Inc)
Finders' Fees$283,900
Proceeds to Related Persons$1,674,375
Revenue RangeDecline to Disclose
State (Issuer Address)AZ
Amendment CountOriginal filing only
Signed ByBikran Sandhu, Mgr Mbr of Mgr of Mgr of Rise Trinity Partners, LLC

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

1

latest Nov 9, 2026

Critical / warning

0 / 0

0 watch · 1 info

Statements extracted

0

none on file

NAV prints

0

none on file

Offering chains

1

closed

Latest event New filer · Nov 9, 2026

SEC.gov
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  • 1 offering timeline: velocity, share raised, first-sale lag, stalled flags

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Related Persons (Form D)

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

Bikran Sandhu

Executive Officer · Scottsdale, AZ

Robert Szewcyk

Executive Officer · Scottsdale, AZ

Ryan McKenna

Executive Officer · Scottsdale, AZ

Zachary Haptonstall

Executive Officer · Scottsdale, AZ

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.

Velerity Group, IncCRD 42869 on BrokerCheck

Associated broker-dealer: None · Great Falls, VA · Soliciting in all states

Questions About Rise Trinity Partners, LLC

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

What is Rise Trinity Partners, LLC?

Rise Trinity Partners, LLC is a Arizona limited liability company organized in 2026 that filed a Form D with the SEC on November 9, 2026 in the Residential industry group. The filing claims Rule 506(b), Section 3(c), 3C.5 for an offering of equity and pooled investment fund interests.

Is Rise Trinity Partners, LLC legit?

AltStreet does not rate legitimacy; it reports the public record. Rise Trinity Partners, LLC filed a Form D with the SEC on November 9, 2026 claiming Rule 506(b), Section 3(c), 3C.5. A Form D is a notice of an exempt offering, not a review or approval of it. The newest notice reports $17,462,860 sold to 55 investors. 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 Rise Trinity Partners, LLC 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 Rise Trinity Partners, LLC claimed Rule 506(b), Section 3(c), 3C.5 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 Rise Trinity Partners, LLC raised?

Rise Trinity Partners, LLC reported $17,462,860 sold from 55 investors of a $17,462,860 total offering as of the Form D filed November 9, 2026.

Who can invest in Rise Trinity Partners, LLC?

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 reports 4 non-accredited investors. The filing lists the minimum investment as $0, meaning no minimum was stated.

What is the minimum investment in Rise Trinity Partners, LLC?

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 Rise Trinity Partners, LLC and how are they paid?

The Form D names Velerity Group, Inc (CRD 42869), associated with None as the recipient of sales compensation soliciting in all states. Sales commissions are reported as $325,000 and finders' fees as $283,900. Form D allows these to be estimates. The issuer reports $1,674,375 of gross proceeds used or proposed to be used for payments to related persons.

Who is behind Rise Trinity Partners, LLC?

The Form D lists 4 related persons: Bikran Sandhu, executive officer (Managing Member of Rise48 AM LLC, Manager of Rise 5215 MGR LLC, Manager of the Issuer); Robert Szewcyk, executive officer (Managing Member of Rise48 AM LLC, Manager of Rise 5215 MGR LLC, Manager of the Issuer); Ryan McKenna, executive officer (Managing Member of Rise48 AM LLC, Manager of Rise 5215 MGR LLC, Manager of the Issuer); Zachary Haptonstall, executive officer (Managing Member of Rise48 AM LLC, Manager of Rise 5215 MGR LLC, Manager of the Issuer). Form D Item 3 requires executive officers, directors, and promoters of the issuer to be listed.

Where is Rise Trinity Partners, LLC located?

The issuer's address on its SEC filings is 8324 E Hartford Drive, Scottsdale, AZ 85255. Its phone number of record is 602 679 7209. It is organized under the laws of Arizona.

How long is the Rise Trinity Partners, LLC offering open?

The issuer indicated that the offering is not 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.

What is Rise Trinity Partners, LLC's revenue?

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.