Legion Partners Special Opportunities funds
Legion Partners Special Opportunities has 17 vehicles on the SEC Form D record, in 17 numbered generations, filed from 2016 to 2024. The newest is Legion Partners Special Opportunities, L.P. XVIII, first filed Nov 16, 2021. Advisers of record on Form ADV Schedule D include Blackstone Management Partners L.L.C., Legion Partners Asset Management, LLC.
- Vehicles
- 17
- Numbered generations
- 17
- First filing
- 2016
- Latest filing
- May 6, 2024
Adviser of record (Form ADV Schedule D) Blackstone Management Partners L.L.C. (CRD 136979), 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 XVIII
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. XVIIICIK 1893540 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XVII
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. XVIICIK 1871478 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XVI
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. XVICIK 1860433 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. XVCIK 1830822 | No change on the last amendment | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XIV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. XIVCIK 1830824 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XII
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| LEGION PARTNERS SPECIAL OPPORTUNITIES, L.P. XIICIK 1770919 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund XI
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. XICIK 1768000 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund X
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. XCIK 1744838 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IX
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. IXCIK 1739001 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund VIII
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. VIIICIK 1725878 | No change on the last amendment | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund VII
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. VIICIK 1714443 | No change on the last amendment | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund VI
1 vehicle · first filed
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. VICIK 1709053 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund V
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. VCIK 1697121 | No change on the last amendment | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund IV
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. IVCIK 1676718 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund III
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. IIICIK 1671590 | No change on the last amendment | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Fund II
1 vehicle · first filed · latest filing
| Vehicle | Sleeve | First filed | Latest filing | Filing record | SEC |
|---|---|---|---|---|---|
| Legion Partners Special Opportunities, L.P. IICIK 1661189 | No change on the last amendment | 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 Special Opportunities, L.P. ICIK 1612650 | Annual amendment overdue | EDGAR |
Sold to date and investors
Unlock in the terminal (Investor)Questions about the Legion Partners Special Opportunities funds
- How many Legion Partners Special Opportunities funds are there?
- The SEC Form D record shows 17 vehicles in 17 numbered generations, the earliest filed Jan 8, 2016 and the latest filing on May 6, 2024. By generation: Fund XVIII (Legion Partners Special Opportunities, L.P. XVIII, first filed Nov 16, 2021); Fund XVII (Legion Partners Special Opportunities, L.P. XVII, first filed Jul 9, 2021); Fund XVI (Legion Partners Special Opportunities, L.P. XVI, first filed May 4, 2021); Fund XV (Legion Partners Special Opportunities, L.P. XV, first filed Nov 4, 2020); Fund XIV (Legion Partners Special Opportunities, L.P. XIV, first filed Nov 4, 2020); Fund XII (LEGION PARTNERS SPECIAL OPPORTUNITIES, L.P. XII, first filed Mar 26, 2019); Fund XI (Legion Partners Special Opportunities, L.P. XI, first filed Feb 21, 2019); Fund X (Legion Partners Special Opportunities, L.P. X, first filed Jun 29, 2018); and 9 more.
- What is the latest Legion Partners Special Opportunities fund?
- Legion Partners Special Opportunities, L.P. XVIII, which first filed a Form D on Nov 16, 2021 and last amended it on Nov 4, 2022. 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 Special Opportunities funds?
- Blackstone Management Partners L.L.C. (RIA, CRD 136979); 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 Special Opportunities 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.