Fund family · SEC Form D record
Legion Partners funds
Legion Partners has 2 vehicles on the SEC Form D record, in 2 numbered generations, filed from 2016 to 2024. The newest is Legion Partners, L.P. II, first filed Jan 11, 2016. The adviser of record on Form ADV Schedule D is Legion Partners Asset Management, LLC.
- Vehicles
- 2
- Numbered generations
- 2
- First filing
- 2016
- Latest filing
- Jan 16, 2024
Adviser of record (Form ADV Schedule D) Legion Partners Asset Management, LLC (CRD 164136)
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 II
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners, L.P. IICIK 1618783 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund I
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners, L.P. ICIK 1595909 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Legion Partners funds
- How many Legion Partners funds are there?
- The SEC Form D record shows 2 vehicles in 2 numbered generations, the earliest filed Jan 8, 2016 and the latest filing on Jan 16, 2024. By generation: Fund II (Legion Partners, L.P. II, first filed Jan 11, 2016); Fund I (Legion Partners, L.P. I, first filed Jan 8, 2016).
- What is the latest Legion Partners fund?
- Legion Partners, L.P. II, which first filed a Form D on Jan 11, 2016 and last amended it on Jan 16, 2024. Its own page carries the filed terms, the people named on the form and every filing on EDGAR.
- Who is the adviser to the Legion Partners funds?
- Legion Partners Asset Management, LLC (RIA, CRD 164136), 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 Legion Partners 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.