Form D · Other Investment Fund

Legal & General Russell 1000 Fund, LLC

Chicago, IL · CIK 0001667979

Offering snapshot reported Apr 24, 2026 · SEC filing

Reported sold
$3.14B
Indefinite offering
Investors reported
4
Form D · investor count
Minimum accepted
$500K
Reported outside-investor minimum
First sale
Feb 8, 2016
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.57B$3.14BApr 22, 2021: $527,794,878.00Apr 22, 2021Apr 22, 2022: $1,564,834,090.00Apr 22, 2022Apr 24, 2023: $1,844,749,090.00Apr 24, 2023Apr 24, 2024: $1,844,749,090.00Apr 24, 2024Apr 24, 2025: $2,734,749,090.00Apr 24, 2025Apr 24, 2026: $3,139,380,684.00Apr 24, 2026

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$2,734,749,090 → $3,139,380,684
  • Reported investors3 → 4

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 24, 2026Amendment$3,139,380,684$404,631,594vs Apr 24, 20254SEC filing
Apr 24, 2025Amendment$2,734,749,090$890,000,000vs Apr 24, 20243SEC filing
Apr 24, 2024Amendment$1,844,749,090$0vs Apr 24, 20232SEC filing
Apr 24, 2023Amendment$1,844,749,090$279,915,000vs Apr 22, 20222SEC filing
Apr 22, 2022Amendment$1,564,834,090$1,037,039,212vs Apr 22, 20212SEC filing
Apr 22, 2021Initial$527,794,878No comparison2SEC filing
Apr 22, 2020Initial$527,794,878No comparison2SEC filing
Apr 25, 2019Amendment$556,418,635$28,623,757vs Apr 27, 20182SEC filing
Apr 27, 2018Amendment$527,794,878$262,253,892vs May 3, 20172SEC filing
May 3, 2017Amendment$265,540,986$152,758,708vs May 16, 20161SEC filing
May 16, 2016Amendment$112,782,278$65,782,278vs Feb 24, 20161SEC filing
Feb 24, 2016Initial$47,000,000No comparison1SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.7
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-396722

Source: Form D, filed Apr 24, 2026. 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

LEGAL & GENERAL RUSSELL 1000 FUND, LLC

Investment adviser: LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA INC.

Gross asset value
$4.2B
Beneficial owners
3
ADV minimum commitment
$50M

Reported in Form ADV on Jul 1, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator THE NORTHERN TRUST COMPANY CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KPMG LLP NEW YORK, New York, United States
Custodian THE NORTHERN TRUST COMPANY CHICAGO, Illinois, 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

KPMG LLP
PCAOB 185

THE NORTHERN TRUST COMPANY
LEI 6PTKHDJ8HDUF78PFWH30

Filing source

Form ADV 2116967 · Jul 1, 2026 · Schedule D 7.B.(1), fund 805-9105960276

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
Eric Adler Director
Don Andrews Director, Executive
John Bender Director
Siobhan Boylan Director
Mike Chick Executive
Richard Davis Director
Alexia Gottschalch Executive
Lawrence Griffin Executive
Jodan Ledford Director, Executive
N/A Legal & General Investment Management America, Inc. Executive
Aaron Meder Director, Executive
Thomas Meyers Director, Promoter
Robert Moore Director, Executive
Beth Anne Panos Director, Executive
Jed Plafker Director, Executive
Kerrigan Procter Director, Executive
Chad Rakvin Director
Mike Reiffsteck Executive
Emma Rodriguez Ayala Executive
Patrick Ryan Director, Executive
Michelle Scrimgeour Director
Jason Shoup Director, Executive
Christine Smith Director, Executive
Kristina St. Charles Executive
Mark Zinkula Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
71 S Wacker Drive Suite 800
Chicago, IL, 60606