Form D · Hedge Fund

Regis Legacy Partners, L.P.

Palo Alto, CA · CIK 0001478915

Offering snapshot reported Jun 2, 2010 · SEC filing

Reported sold
Yet to sell
Indefinite offering
Investors reported
0
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Yet to occur
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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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 2, 2010AmendmentYet to sellNo comparison0SEC filing
Jun 2, 2010AmendmentYet to sellNo comparison0SEC filing
Dec 18, 2009InitialYet to sellNo comparison0SEC filing

Offering details

Securities
Pooled investment fund, Other
Exemptions
06, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0 (estimated)
Finders' fees
$0 (estimated)
Form D file number
021-137030
Limited partner interests

Source: Form D, filed Jun 2, 2010. 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

REGIS GLOBAL ALLOCATION FUND, L.P.

Investment adviser: REGIS MANAGEMENT COMPANY, LLC

Gross asset value
$0
Beneficial owners
0
ADV minimum commitment
$1M

Reported in Form ADV on Mar 30, 2012. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator HEDGECOUNT, LLC SAN FRANCISCO, California, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor EISNERAMPER, LLP SAN FRANCISCO, California, United States
Custodian FIDELITY BROKERAGE SERVICES LLC BOSTON, Massachusetts, 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

FIDELITY BROKERAGE SERVICES LLC
SEC 8-23292

Filing source

Form ADV 619674 · Mar 30, 2012 · Schedule D 7.B.(1), fund 805-3918660293

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
Robert F.X. Burlinson Executive, Promoter
John Freidenrich Executive, Promoter
N/A Regis Management Company, Llc Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
300 Hamilton Avenue Suite 400
Palo Alto, CA, 94301