Form D · Other Investment Fund

Tiverton Ag Legacy Holdings, LLC

Raleigh, NC · CIK 0001784463

Offering snapshot reported Mar 3, 2022 · SEC filing

Reported sold
$48M
Indefinite offering
Investors reported
14
Form D · investor count
Minimum accepted
$20K
Reported outside-investor minimum
First sale
Sep 18, 2019
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$24M$48MSep 30, 2019: $26,000,000.00Sep 30, 2019Sep 28, 2020: $37,520,000.00Sep 28, 2020Mar 4, 2021: $38,020,000.00Mar 4, 2021Mar 3, 2022: $48,020,000.00Mar 3, 2022

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$26,000,000 → $48,020,000
  • Reported investors4 → 14
  • Minimum accepted$1,000,000 → $20,000

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 3, 2022Amendment$48,020,000$22,020,000vs Sep 30, 201914SEC filing
Mar 4, 2021Amendment$38,020,000$12,020,000vs Sep 30, 20198SEC filing
Sep 28, 2020Amendment$37,520,000$11,520,000vs Sep 30, 20197SEC filing
Sep 30, 2019Initial$26,000,000No comparison4SEC filing

Offering details

Securities
Equity, Pooled investment fund
Exemptions
06b, 3C, 3C.1, 3C.7
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-349987
Issuer has engaged First Point, which operates in the U.S. through its associated broker-dealer, Crito Capital.

Sales compensation recipients

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RecipientCRDAssociated broker-dealer
FirstPoint Equity Capital Ltd.NoneCrito Capital LLC · CRD 161724

Source: Form D, filed Mar 3, 2022. 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

TIVERTON AG LEGACY HOLDINGS, LLC

Investment adviser: TIVERTON ADVISORS, LLC

Gross asset value
$129M
Beneficial owners
15
ADV minimum commitment
$20K

Reported in Form ADV on Mar 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator TMF FUND SERVICES NORTH AMERICA LLC CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian DOGWOOD STATE BANK RALEIGH, North Carolina, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, 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

BDO USA, LLP
PCAOB 243

DOGWOOD STATE BANK
LEI 549300D3SGJ9UCUF2779

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI L9VVX1KT5TFTKS0MLF66

Filing source

Form ADV 2075362 · Mar 31, 2026 · Schedule D 7.B.(1), fund 805-3241854302

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
David Christopher Chattleton Director, Executive, Promoter
Tiverton Advisors, Llc Promoter
Tiverton Gp Ii, Llc Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
911 North West St Ste 207
Raleigh, NC, 27603