Form D · Other

Legacy Capital III, L.P.

Los Angeles, CA · CIK 0001694432

Offering snapshot reported Jan 16, 2019 · SEC filing

Reported sold
$177M
Indefinite offering
Investors reported
125
Form D · investor count
Minimum accepted
$5M
Reported outside-investor minimum
First sale
Nov 11, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$88.4M$177MJan 19, 2017: $105,100,000.00Jan 19, 2017Jan 19, 2017: $103,800,000.00Jan 19, 2018: $146,465,000.00Jan 19, 2018Jan 16, 2019: $176,780,000.00Jan 16, 2019

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.

  • Reported sold$146,465,000 → $176,780,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jan 16, 2019Amendment$176,780,000$30,315,000vs Jan 19, 2018125SEC filing
Jan 19, 2018Amendment$146,465,000$42,665,000vs Jan 19, 2017125SEC filing
Jan 19, 2017Initial$105,100,000No comparison50SEC filing
Jan 19, 2017Amendment$103,800,000-$1,300,000vs Jan 19, 201750SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$1.61M
Finders' fees
$0
Form D file number
021-278747
Limited Partnership Interests
Sales commissions reported are as of 12/31/2018.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Morgan Stanley149777Morgan Stanley · CRD 149777
Stifel, Nicolaus & Company, Incorporated793Stifel Nicolaus & Company, Incorporated · CRD 793

Source: Form D, filed Jan 16, 2019. 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

LEGACY CAPITAL III, L.P.

Investment adviser: LEGACY PARTNERS, LLC

Gross asset value
$330M
Beneficial owners
296
ADV minimum commitment
$250K

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

Service providers

Fund administrator SS&C PRIVATE EQUITY SERVICES SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor DELOITTE & TOUCHE LLP COSTA MESA, California, United States
Custodian J.P. MORGAN CHASE BANK N.A. NEW YORK, New York, United States Related to adviser: No
Custodian STIFEL, NICOLAUS & COMPANY, INCORPORATED SAN FRANCISCO, California, 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

DELOITTE & TOUCHE LLP
PCAOB 34

STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447

Filing source

Form ADV 2045571 · Jan 29, 2026 · Schedule D 7.B.(1), fund 805-3719870373

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
Robert Choi Executive
N/A Legacy Capital Gp, Llc Director
N/A Legacy Capital Iii Gp, L.P. Director
N/A Legacy Partners, Llc Director
Russell J. Rioipelle Executive
Russell J. Riopelle Executive
Greig Saggers Executive

Issuer details

Industry: Other (See others in industry)

Address:
1999 Avenue Of The Stars Suite 3150
Los Angeles, CA, 90067