Form D · Private Equity Fund

Legacy Capital, L.P.

Grand Cayman, E9 · CIK 0001527186

Offering snapshot reported Apr 15, 2013 · SEC filing

Reported sold: $175M
Investors reported: 81
Minimum accepted: $100K
First sale: Jul 18, 2011

Fundraising history

Reported sold

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$134,400,000 → $175,000,000
Reported investors64 → 81

Filing history

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Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 15, 2013	Amendment	$175,000,000	$40,600,000vs Jan 30, 2013	81	SEC filing
Jan 30, 2013	Amendment	$134,400,000	$113,550,000vs Aug 1, 2011	64	SEC filing
Aug 1, 2011	Initial	$20,850,000	No comparison	4	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06, 3C, 3C.1
Duration over one year: No
Business combination: No

Sales commissions: $254K (estimated)
Finders' fees: $0
Form D file number: 021-163787

Sales compensation recipients

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Recipient	CRD	Associated broker-dealer
FPGC, LLC dba Forbes Private Capital Group	122341

Source: Form D, filed Apr 15, 2013. 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, L.P.

Investment adviser: LEGACY PARTNERS, LLC

Gross asset value: $69.6M
Beneficial owners: 88
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, INC 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 JP MORGAN CHASE BANK, N.A. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC LOS ANGELES, 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

MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191

Filing source

Form ADV 2045571 · Jan 29, 2026 · Schedule D 7.B.(1), fund 805-7765804479

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
Name	Reported role
N/A Legacy Capital Gp, L.P.	Executive
N/A Legacy Partners Ltd	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Maples Corporate Services Limited Ugland House, Po Box 309
Grand Cayman, E9, KY1-1104