Fund family · SEC Form D record

Legalist Fund funds

Legalist Fund has 5 vehicles on the SEC Form D record, in 4 numbered generations, filed from 2017 to 2026. The newest is Legalist Fund IV, LP, first filed Jan 10, 2025. The adviser of record on Form ADV Schedule D is Legalist.

Vehicles
5
Numbered generations
4
First filing
2017
Latest filing
Apr 6, 2026

Adviser of record (Form ADV Schedule D) Legalist (CRD 297876)

Names, dates and status as filed on SEC EDGAR. A Form D is a notice of an exempt offering; the SEC does not review or approve it. Grouped by name; see the last question below.

Fund IV

2 vehicles · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Legalist Fund IV, LPCIK 2051440Filed within 13 monthsEDGAR
Legalist Fund IV (Offshore), LPCIK 2125271First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund III

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Legalist Fund III, LPCIK 1895363No amendment after 13 monthsEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund II

1 vehicle · first filed · latest filing

VehicleSleeveFirst filedLatest filingFiling recordSEC
Legalist Fund II, L.P.CIK 1772543First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Fund I

1 vehicle · first filed

VehicleSleeveFirst filedLatest filingFiling recordSEC
Legalist Fund I, L.P.CIK 1713447First sale yet to occurEDGAR

Sold to date and investors

Unlock in the terminal (Investor)

Questions about the Legalist Fund funds

How many Legalist Fund funds are there?
The SEC Form D record shows 5 vehicles in 4 numbered generations, the earliest filed Aug 8, 2017 and the latest filing on Apr 6, 2026. By generation: Fund IV (2 vehicles, first filed Jan 10, 2025); Fund III (Legalist Fund III, LP, first filed Nov 24, 2021); Fund II (Legalist Fund II, L.P., first filed Apr 4, 2019); Fund I (Legalist Fund I, L.P., first filed Aug 8, 2017).
What is the latest Legalist Fund fund?
Legalist Fund IV, LP, which first filed a Form D on Jan 10, 2025 and last amended it on Apr 6, 2026. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
Who is the adviser to the Legalist Fund funds?
Legalist (RIA, CRD 297876), joined from Form ADV Schedule D, where an adviser lists each private fund it advises and the fund's Form D file number.
How much have the Legalist Fund funds raised?
Each vehicle reports an amount sold and an investor count on its latest Form D or amendment, and those figures are on each vehicle's entity page. The totals by generation are in the AltStreet Terminal (Investor), where master and parallel sleeves that report one family-wide figure are counted once.
How does AltStreet group these funds into a family?
By name: the base name minus the fund number, sleeve letters, jurisdiction and legal form, read from each issuer's Form D (lib/edgar/fundFamilies.ts). 'Fund IV' is generation 4; a vehicle whose name carries no number is listed as unnumbered. It is a name-based grouping, not a statement of common control; the filings on each entity page show the related persons as filed.