Form D · Private Equity Fund
Legacy K, LLC
Palo Alto, CA · CIK 0001832992
Offering snapshot reported Nov 20, 2020 · SEC filing
- Reported sold
- $200M Offering amount: $200M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Nov 13, 2020 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 20, 2020 | Initial | $200,000,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.7
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-381186
Source: Form D, filed Nov 20, 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
LEGACY K, LLC
Investment adviser: NEXT LEGACY MANAGEMENT, LLC
- Gross asset value
- $236M
- Beneficial owners
- 1
- ADV minimum commitment
- $0
Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.
Service providers
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG LLP
PCAOB 42
FIRST REPUBLIC BANK
LEI YWC0TIKBQM2JV8L4IV08
Filing source
Form ADV 2069530 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-5932479657
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.
| Name | Reported role |
|---|---|
| Ben Choi | Director |
| Kelli Cullinane | Director |
| Russell B Hall | Director |
| N/A Legacy Venture Management, Llc | Promoter |
| Alan W Marty | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Palo Alto, CA, 94301