Form D · Commercial

MLG Legacy Fund LLC

Brookfield, WI · CIK 0001815515

Offering snapshot reported May 28, 2026 · SEC filing

Reported sold
$938M
Indefinite offering
Investors reported
241
Form D · investor count
Minimum accepted
$25K
Reported outside-investor minimum
First sale
Feb 11, 2021
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$469M$938MAug 6, 2021Aug 4, 2022: $198,022,387.00Aug 1, 2023: $460,755,264.00Aug 1, 2024: $593,299,017.00Apr 1, 2025: $720,588,925.00Jul 10, 2025: $742,402,737.00Nov 25, 2025: $753,204,505.00Mar 9, 2026: $925,493,743.00May 28, 2026: $937,666,687.00May 28, 2026

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$925,493,743 → $937,666,687

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 28, 2026Amendment$937,666,687$12,172,944vs Mar 9, 2026241SEC filing
Mar 9, 2026Amendment$925,493,743$172,289,238vs Nov 25, 2025241SEC filing
Nov 25, 2025Amendment$753,204,505$10,801,768vs Jul 10, 2025195SEC filing
Jul 10, 2025Amendment$742,402,737$21,813,812vs Apr 1, 2025194SEC filing
Apr 1, 2025Amendment$720,588,925$127,289,908vs Aug 1, 2024186SEC filing
Aug 1, 2024Amendment$593,299,017$132,543,753vs Aug 1, 2023157SEC filing
Aug 1, 2023Amendment$460,755,264$262,732,877vs Aug 4, 202281SEC filing
Aug 4, 2022Amendment$198,022,387No comparison53SEC filing
Aug 6, 2021AmendmentYet to sellNo comparisonNot reportedSEC filing
Jun 24, 2020InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06c, 3C, 3C.5
Duration over one year
Yes
Business combination
No
Sales commissions
$35.5K (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-369640
This is an open-ended Fund
Paid by manager, not Fund

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
Steven Mark Kelly6645374North Capital Private Securities Corporation · CRD 154559
Lindsey Rozran Collings6593087North Capital Private Securities Corporation · CRD 154559
Sanford C. Bernstein & Co., LLC104474Sanford C. Bernstein & Co., LLC · CRD 104474
Andrew E. Evanich6960449North CApital Private Securities Corporation · CRD 154559

Source: Form D, filed May 28, 2026. Minimum accepted may differ from a standard advertised minimum.

Fund connections

No confirmed ADV fund connection is available for this issuer.

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
C. Teske Andrew Director, Executive, Promoter
Andrew E. Bruce Director, Executive, Promoter
Barry S. Chavin Director, Executive, Promoter
William F. Fox Director, Executive, Promoter
Michael J. Jagodinski Director, Executive, Promoter
Craig A. Lashley Director, Executive, Promoter
Mlg Fund Manager Llc Promoter
J. Michael Mooney Director, Executive, Promoter
Ryan M. Mueller Director, Executive, Promoter
Daniel R. Price Director, Executive, Promoter
Richard T. Reuter Director, Executive, Promoter
Andrew C. Teske Director, Executive, Promoter
Timothy J. Wallen Director, Executive, Promoter

Issuer details

Industry: Commercial (See others in industry)

Address:
19000 W. Bluemound Rd.
Brookfield, WI, 53045