Form D · Other Investment Fund
LEGAL & GENERAL MSCI USA FUND, LLC
Chicago, IL · CIK 0001699327
Offering snapshot reported Mar 3, 2026 · SEC filing
- Reported sold
- $312M Indefinite offering
- Investors reported
- 3 Form D · investor count
- Minimum accepted
- $500K Reported outside-investor minimum
- First sale
- Sep 27, 2016 As reported in this filing
Fundraising history
Reported soldDates 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$304,502,692 → $311,832,692
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Mar 3, 2026 | Amendment | $311,832,692 | $7,330,000vs Mar 3, 2025 | 3 | SEC filing |
| Mar 3, 2025 | Amendment | $304,502,692 | $5,238,318vs Mar 1, 2024 | 3 | SEC filing |
| Mar 1, 2024 | Amendment | $299,264,374 | $188,451,000vs Mar 1, 2023 | 3 | SEC filing |
| Mar 1, 2023 | Amendment | $110,813,374 | $530,000vs Mar 1, 2022 | 1 | SEC filing |
| Mar 1, 2022 | Amendment | $110,283,374 | -$13,630,488vs Mar 1, 2021 | 1 | SEC filing |
| Mar 1, 2021 | Initial | $123,913,862 | No comparison | 1 | SEC filing |
| Mar 2, 2020 | Initial | $123,913,862 | No comparison | 1 | SEC filing |
| Mar 5, 2019 | Amendment | $123,913,862 | -$10,253,712vs Mar 2, 2018 | 1 | SEC filing |
| Mar 2, 2018 | Amendment | $134,167,574 | $28,123,747vs Mar 2, 2017 | 1 | SEC filing |
| Mar 2, 2017 | Initial | $106,043,827 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.7
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $0
- Finders' fees
- $0
- Form D file number
- 021-390784
Source: Form D, filed Mar 3, 2026. 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
LEGAL & GENERAL MSCI USA FUND, LLC
Investment adviser: LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC.
- Gross asset value
- $259M
- Beneficial owners
- 3
- ADV minimum commitment
- $50M
Reported in Form ADV on Jul 1, 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
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30
Filing source
Form ADV 2116967 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-8129697189
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 |
|---|---|
| Don Andrews | Director, Executive |
| John Bender | Director |
| Siobhan Boylan | Director |
| Mike Chick | Executive |
| Alexia Gottschalch | Executive |
| Lawrence Griffin | Executive |
| Jodan Ledford | Director, Executive |
| N/A Legal & General Investment Management America, Inc. | Executive |
| Abby Marfurt | Executive |
| Aaron Meder | Director, Executive |
| Thomas Meyers | Director, Promoter |
| Beth Anne Panos | Executive |
| Jed Plafker | Director, Executive |
| Kerrigan Procter | Director, Executive |
| Chad Rakvin | Director |
| Mike Reiffsteck | Executive |
| Emma Rodriguez Ayala | Executive |
| Patrick Ryan | Director, Executive |
| Michelle Scrimgeour | Director |
| Jason Shoup | Director, Executive |
| Christine Smith | Director, Executive |
| Kristina St. Charles | Executive |
| Mark Zinkula | Director |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Chicago, IL, 60606