Form D · Other Investment Fund

New Legacy Fund, LP

New York, NY · CIK 0001638134

Offering snapshot reported May 16, 2025 · SEC filing

Reported sold
$26.5M
Indefinite offering
Investors reported
24
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Jan 1, 2008
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$13.2M$26.5MMay 29, 2015: $26,343,634.00May 29, 2015May 26, 2016: $26,449,723.00May 24, 2017: $26,461,431.00May 24, 2018: $26,461,431.00May 21, 2019: $26,461,431.00May 21, 2020: $26,461,431.00May 21, 2021: $26,461,431.00May 17, 2022: $26,461,431.00May 17, 2023: $26,461,431.00May 17, 2024: $26,461,431.00May 16, 2025: $26,461,431.00May 16, 2025

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.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
May 16, 2025Amendment$26,461,431$0vs May 17, 202424SEC filing
May 17, 2024Amendment$26,461,431$0vs May 17, 202324SEC filing
May 17, 2023Amendment$26,461,431$0vs May 17, 202224SEC filing
May 17, 2022Amendment$26,461,431$0vs May 21, 202024SEC filing
May 21, 2021Amendment$26,461,431$0vs May 21, 202024SEC filing
May 21, 2020Amendment$26,461,431$0vs May 21, 201924SEC filing
May 21, 2019Amendment$26,461,431$0vs May 24, 201824SEC filing
May 24, 2018Amendment$26,461,431$0vs May 24, 201724SEC filing
May 24, 2017Amendment$26,461,431$11,708vs May 26, 201624SEC filing
May 26, 2016Amendment$26,449,723$106,089vs May 29, 201524SEC filing
May 29, 2015Initial$26,343,634No comparison24SEC 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
021-240775

Source: Form D, filed May 16, 2025. 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

NEW LEGACY FUND, LP

Investment adviser: NEW LEGACY GROUP, LLC

Gross asset value
$4.51M
Beneficial owners
6
ADV minimum commitment
$250K

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator COHEN & ASSOCIATES WESTPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHNREZNICK LLP ROSELAND, New Jersey, United States
Custodian CITY NATIONAL BANK, NA 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

COHNREZNICK LLP
PCAOB 596

Filing source

Form ADV 2102109 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-7623266147

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.

People and organizations reported in Form D filings
NameReported role
Adam Lee Geiger Executive
N/A New Legacy Management, Llc Promoter
Joseph Michael Weilgus Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
C/O New Legacy Management, Llc 575 Madison Avenue, Suite 1400
New York, NY, 10022