Form D · Private Equity Fund
Penn Legacy Trust LLC
Austin, TX · CIK 0002090634
Offering snapshot reported Sep 23, 2026 · SEC filing
- Reported sold
- $2M Offering amount: $2M
- Investors reported
- 1 Form D · investor count
- Minimum accepted
- $0 Reported outside-investor minimum
- First sale
- Aug 17, 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 |
|---|---|---|---|---|---|
| Sep 23, 2026 | Initial | $1,999,998 | No comparison | 1 | SEC filing |
| Jan 14, 2026 | Initial | $2,000,000 | No comparison | 2 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06b, 3C, 3C.1
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $0 (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-598586
Source: Form D, filed Sep 23, 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.
Adviser links for this issuer
These links apply to the issuer record and have not been matched to the fundraising shown above.
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 Gatsby Management Llc | Executive |
| Duncan Penn | Executive |
Issuer details
Industry: Pooled Investment Fund (See others in industry)
Address:Austin, TX, 78704
Phone: 7609428505