# HPI Plantation DST: Form D filing

HPI Plantation DST, a residential real estate company in Old Lyme, CT, filed a Form D with the SEC in 2016. The latest, on June 15, 2016, reports an offering of $8.7 million with nothing sold yet.

Find out what HPI Plantation DST does, who founded it and who invested, beyond what the filing says. $10 of credit on sign-up, no card.

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## The full lists

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- [Form D filings in Connecticut](https://specstream.ai/data/form-d/state/connecticut): 428 rows, by operating companies, filed since November 1, 2024, $21.40, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/state/connecticut
- [Form D filings in Residential](https://specstream.ai/data/form-d/industry/residential): 2,321 rows, by operating companies, filed since November 1, 2024, $103.21, or the new rows each week for $19 a month. Buy: https://specstream.ai/data/form-d/industry/residential

SpecStream is the live web data engine for teams and agents. It reads every Form D on SEC EDGAR the day it is filed, and this page is that reading. Ask for your own cut (a state, an industry, a size) and new filings arrive in your sheet, CRM, Slack or agent as they land.

## Company details from the filing

- Address: 2 HUNTLEY ROAD, Old Lyme, CT, 06371
- Phone: (860) 898-4300
- Industry: Residential
- Entity type: Other (Delaware Statutory Trust)
- Incorporated in: Delaware
- Year incorporated: 2016
- Revenue range: Decline to Disclose
- Exemptions claimed: Rule 506(b)
- SEC identifier (CIK): 1676884

## Form D filings

| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
| --- | --- | --- | --- | --- | --- | --- | --- |
| Jun 15, 2016 | New notice | $8,700,000 | $0 | $8,700,000 | 0 | Yet to occur | [sec.gov](https://www.sec.gov/Archives/edgar/data/1676884/000167688416000001/0001676884-16-000001-index.htm) |

## Executive officers and directors named in the filing

| Name | Role | Note in the filing |
| --- | --- | --- |
| Edward C. Tracy | Executive Officer |  |
| Cecil E. Morgan III | Executive Officer |  |
| Kristen D. Becher | Executive Officer |  |
| Bridget E. Chase | Executive Officer |  |
| J. David Kelsey | Executive Officer, Director, Promoter |  |
| Matthew A. Sharp | Executive Officer, Director, Promoter |  |
| HPI Plantation Trust Manager E. LLC | Executive Officer, Director, Promoter |  |
| HPI Plantation Depositor E. LLC | Executive Officer, Director, Promoter |  |
| Hamilton Point Investments E. LLC | Director, Promoter |  |
| Melissa D. Sheldon | Executive Officer |  |
| Robert A. Dyck | Executive Officer |  |
| Bart D. Giustina | Executive Officer |  |
| Steven D. Montville | Executive Officer |  |

## Other residential real estate companies in Connecticut that filed recently

- [Bedrock MHC Partners IV L.P.](https://specstream.ai/data/form-d/company/bedrock-mhc-partners-iv-l-p-2082124) $83 million · Sep 4, 2026

[Every Form D from the week of Jun 13, 2016](https://specstream.ai/data/form-d/week/2016-06-13) · [All recent filings in Connecticut](https://specstream.ai/data/form-d/state/connecticut) · [All recent Residential filings](https://specstream.ai/data/form-d/industry/residential)

Read from SEC EDGAR. Amount sold is what HPI Plantation DST reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under [CC BY 4.0](https://creativecommons.org/licenses/by/4.0/).