Form D · Other Investment Fund

Legalist Fund IV, LP

San Francisco, CA · CIK 0002051440

Offering snapshot reported Apr 6, 2026 · SEC filing

Reported sold: $414M
Investors reported: 195
Minimum accepted: $1M
First sale: Dec 31, 2024

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$77,795,000 → $414,189,000
Reported investors77 → 195

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
Apr 6, 2026	Amendment	$414,189,000	$336,394,000vs Jan 10, 2025	195	SEC filing
Jan 10, 2025	Initial	$77,795,000	No comparison	77	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.7
Duration over one year: No
Business combination: No

Sales commissions: $0
Finders' fees: $0
Form D file number: 021-534793

Source: Form D, filed Apr 6, 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

LEGALIST FUND IV LP

Investment adviser: LEGALIST, INC.

Gross asset value: $413M
Beneficial owners: 192
ADV minimum commitment: $1M

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

Service providers

Fund administrator CARTA INVESTOR SERVICES, INC. PALO ALTO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor PKF O'CONNOR DAVIES, LLP NEW YORK, New York, United States

Custodian CUSTOMERS BANK MALVERN, Pennsylvania, United States Related to adviser: No

Custodian FIRST-CITIZENS BANK & TRUST COMPANY SANTA CLARA, California, United States Related to adviser: No

Custodian JPMORGAN CHASE BANK, N.A. NEW YORK, New York, 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

PKF O'CONNOR DAVIES, LLP
PCAOB 127

CUSTOMERS BANK
LEI 6UHRKD73G36IZYN3FC43

FIRST-CITIZENS BANK & TRUST COMPANY
LEI L9VVX1KT5TFTKS0MLF66

JPMORGAN CHASE BANK, N.A.
LEI 7H6GLXDRUGQFU57RNE97

Filing source

Form ADV 2107179 · Jun 29, 2026 · Schedule D 7.B.(1), fund 805-5586161957

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Related funds

Funds whose names form a numbered series with this one and that share its city or the name of a related person. Form D does not state how these funds are related.

Fund	Latest Form D	Reported sold	Investors
Legalist Fund I, L.P.	Aug 8, 2017	Yet to sell	0
Legalist Fund II, L.P.	Jun 18, 2019	Yet to sell	0
Legalist Fund III, LP	Nov 24, 2021	$218,575,000	35
Legalist Fund IV, LP (this fund)	Apr 6, 2026	$414,189,000	195

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
Christian Haigh	Executive
N/A Legalist Gp Iv, Llc	Executive
N/A Legalist, Inc.	Executive
Eva Shang	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

C/O Legalist, Inc., 58 W. Portal Avenue No. 747
San Francisco, CA, 94110