Form D · Pooled Investment Fund

Legacy Knight Strategic Opportunities Fund - Ordermark Series

Dallas, TX · CIK 0001857639

Offering snapshot reported Apr 28, 2021 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 28, 2021InitialYet to sellNo comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-397553

Source: Form D, filed Apr 28, 2021. 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 KNIGHT STRATEGIC OPPORTUNITIES FUND - ORDERMARK SERIES

Investment adviser: LEGACY KNIGHT MFO, LLC

Gross asset value
$13.4M
Beneficial owners
39
ADV minimum commitment
$0

Reported in Form ADV on Oct 18, 2023. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HC GLOBAL FUND SERVICES, LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor WEAVER & TIDWELL DALLAS, Texas, United States
Custodian TBK BANK, SSB DALLAS, Texas, 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

WEAVER & TIDWELL
PCAOB 410

TBK BANK, SSB
LEI 5493000B61DDZ2PG1515

Filing source

Form ADV 1792116 · Oct 18, 2023 · Schedule D 7.B.(1), fund 805-4921822996

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
Legacy Knight Mfo, Llc Promoter
Brad Martin Executive
David Sawyer Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
2525 Knight Street Suite 275
Dallas, TX, 75219