Form D · Other Investment Fund
Lingerfelt Commonwealth Legacy Fund, L.P.
Glen Allen, VA · CIK 0001574698
Offering snapshot reported Sep 26, 2014 · SEC filing
- Reported sold
- $30M Offering amount: $30M
- Investors reported
- 70 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Apr 11, 2013 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$27,826,000 → $30,000,000
- Reported investors68 → 70
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Sep 26, 2014 | Amendment | $30,000,000 | $2,174,000vs Jul 10, 2014 | 70 | SEC filing |
| Jul 10, 2014 | Amendment | $27,826,000 | $3,250,000vs Apr 2, 2014 | 68 | SEC filing |
| Apr 2, 2014 | Amendment | $24,576,000 | $5,875,000vs Oct 18, 2013 | 61 | SEC filing |
| Oct 18, 2013 | Amendment | $18,701,000 | $12,500,000vs Jul 2, 2013 | 46 | SEC filing |
| Jul 2, 2013 | Amendment | $6,201,000 | $1,650,000vs May 3, 2013 | 20 | SEC filing |
| May 3, 2013 | Amendment | $4,551,000 | $1,000,000vs Apr 24, 2013 | 14 | SEC filing |
| Apr 24, 2013 | Initial | $3,551,000 | No comparison | 9 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $786K
- Finders' fees
- $0
- Form D file number
- 021-195499
The offering has been terminated and no further investors will be admitted.
Recipient is entitled to receive a private placement fee equal to 5% of the capital commitments placed by it.
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Cary Street Partners LLC | 128089 |
Source: Form D, filed Sep 26, 2014. 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
LINGERFELT COMMONWEALTH LEGACY FUND, L.P.
Investment adviser: LINGERFELT CAPITAL PARTNERS, LLC
- Gross asset value
- $0
- Beneficial owners
- 0
- ADV minimum commitment
- $250K
Reported in Form ADV on Mar 11, 2024. 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
KEITER
PCAOB 80
Filing source
Form ADV 1839461 · Mar 11, 2024 · Schedule D 7.B.(1), fund 805-4372246232
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 |
|---|---|
| N/A N/A Ccp Holdings, Inc. | Promoter |
| N/A N/A Ccp Investments, Llc | Promoter |
| Mark W. Claud | Executive, Promoter |
| N/A N/A Commonwealth Commercial Partners, Inc. | Promoter |
| J. Ryan Lingerfelt | Executive, Promoter |
| Alan T. Lingerfelt | Executive, Promoter |
| N/A N/A Lingerfelt Commonwealth Legacy Fund Gp, Llc | Executive, Promoter |
| N/A N/A Lingerfelt Commonwealth Partners Llc | Promoter |
| N/A N/A Lingerfelt Companies, Llc | Promoter |
| N/A N/A Lingerfelt Development, Llc | Promoter |
| N/A N/A Lingerfelt Holdings, Llc | Promoter |
| Lynn Medley | Promoter |
| Robin A. Ransom | Executive, Promoter |
| Kenneth S. Strickler | Executive, Promoter |
| Brian F. Witthoefft | Executive, Promoter |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Glen Allen, VA, 23060