Form D · Restaurants
Lineage Brands, LLC
Bala Cynwyd, PA · CIK 0001723513
Offering snapshot reported Mar 3, 2026 · SEC filing
- Reported sold
- $1.48M Offering amount: $90M
- Investors reported
- 12 Form D · investor count
- Minimum accepted
- $50K Reported outside-investor minimum
- First sale
- Feb 6, 2026 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 |
|---|---|---|---|---|---|
| Mar 3, 2026 | Initial | $1,475,000 | No comparison | 12 | SEC filing |
| Dec 16, 2024 | Initial | $718,000 | No comparison | 11 | SEC filing |
| Apr 17, 2024 | Initial | $3,594,448 | No comparison | 31 | SEC filing |
| Oct 26, 2023 | Initial | $1,040,000 | No comparison | 14 | SEC filing |
| Mar 15, 2022 | Initial | $1,800,000 | No comparison | 6 | SEC filing |
| Mar 18, 2021 | Initial | $4,105,000 | No comparison | 15 | SEC filing |
| Dec 13, 2017 | Initial | $7,055,000 | No comparison | 37 | SEC filing |
Offering details
- Securities
- Equity, Option to acquire
- Exemptions
- 06c
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $9M (estimated)
- Finders' fees
- $0
- Form D file number
- 021-575220
Placement Agent to receive placement fee equal to 10% of gross proceeds of units sold and warrants to purchase Class J units of equity (negligible value at issuance).
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Ceros Financial Services, Inc. | 37869 | Ceros Financial Services, Inc. · CRD 37869 |
Source: Form D, filed Mar 3, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No matching detailed fund disclosure was found in the latest imported ADV filings. This does not establish that the issuer has no adviser.
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 |
|---|---|
| Gene Levick | Director, Executive |
| David Morgan | Director |
| Stuart Updegrove | Director |
Issuer details
Industry: Restaurants (See others in industry)
Address:
25 Bala Avenue #203
Bala Cynwyd, PA, 19004
Bala Cynwyd, PA, 19004