Form D · Other Investment Fund

Legalist SPV I, LP

San Francisco, CA · CIK 0001801526

Offering snapshot reported Jun 24, 2020 · SEC filing

Reported sold
$30M
Indefinite offering
Investors reported
1
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 1, 2020
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$15M$30MFeb 4, 2020: $30,000,000.00Feb 4, 2020Jun 24, 2020: $30,000,000.00Jun 24, 2020

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 24, 2020Amendment$30,000,000$0vs Feb 4, 20201SEC filing
Feb 4, 2020Initial$30,000,000No comparison1SEC filing

Offering details

Securities
Equity, Pooled investment fund, Other
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-359733
Limited Partner Interests

Source: Form D, filed Jun 24, 2020. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

LEGALIST SPV FUND I, LP

Investment adviser: LEGALIST, INC.

Gross asset value
$6.23K
Beneficial owners
1
ADV minimum commitment
$30M

Reported in Form ADV on Jun 29, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor PKF O'CONNOR DAVIES, LLP NEW YORK, New York, United States
Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No
Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

PKF O'CONNOR DAVIES, LLP
PCAOB 127

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2107179 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-3958392843

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Daylesford Gp I, Llc Executive
Christian Haigh Director
N/A Legalist, Inc. Executive
N/A Legalist Spv Gp I, Llc Executive
Yingchong Shang Director, Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
880 Harrison Street, Suite 303 A
San Francisco, CA, 94107