Form D · Commercial
MLG Legacy Fund LLC
Brookfield, WI · CIK 0001815515
Offering snapshot reported May 28, 2026 · SEC filing
- Reported sold
- $938M Indefinite offering
- Investors reported
- 241 Form D · investor count
- Minimum accepted
- $25K Reported outside-investor minimum
- First sale
- Feb 11, 2021 As reported in this filing
Fundraising history
Reported soldDates 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$925,493,743 → $937,666,687
Filing history
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| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| May 28, 2026 | Amendment | $937,666,687 | $12,172,944vs Mar 9, 2026 | 241 | SEC filing |
| Mar 9, 2026 | Amendment | $925,493,743 | $172,289,238vs Nov 25, 2025 | 241 | SEC filing |
| Nov 25, 2025 | Amendment | $753,204,505 | $10,801,768vs Jul 10, 2025 | 195 | SEC filing |
| Jul 10, 2025 | Amendment | $742,402,737 | $21,813,812vs Apr 1, 2025 | 194 | SEC filing |
| Apr 1, 2025 | Amendment | $720,588,925 | $127,289,908vs Aug 1, 2024 | 186 | SEC filing |
| Aug 1, 2024 | Amendment | $593,299,017 | $132,543,753vs Aug 1, 2023 | 157 | SEC filing |
| Aug 1, 2023 | Amendment | $460,755,264 | $262,732,877vs Aug 4, 2022 | 81 | SEC filing |
| Aug 4, 2022 | Amendment | $198,022,387 | No comparison | 53 | SEC filing |
| Aug 6, 2021 | Amendment | Yet to sell | No comparison | Not reported | SEC filing |
| Jun 24, 2020 | Initial | Yet to sell | No comparison | 0 | SEC filing |
Offering details
- Securities
- Pooled investment fund
- Exemptions
- 06c, 3C, 3C.5
- Duration over one year
- Yes
- Business combination
- No
- Sales commissions
- $35.5K (estimated)
- Finders' fees
- $0 (estimated)
- Form D file number
- 021-369640
This is an open-ended Fund
Paid by manager, not Fund
Sales compensation recipients
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| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Steven Mark Kelly | 6645374 | North Capital Private Securities Corporation · CRD 154559 |
| Lindsey Rozran Collings | 6593087 | North Capital Private Securities Corporation · CRD 154559 |
| Sanford C. Bernstein & Co., LLC | 104474 | Sanford C. Bernstein & Co., LLC · CRD 104474 |
| Andrew E. Evanich | 6960449 | North CApital Private Securities Corporation · CRD 154559 |
Source: Form D, filed May 28, 2026. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
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.
| Name | Reported role |
|---|---|
| C. Teske Andrew | Director, Executive, Promoter |
| Andrew E. Bruce | Director, Executive, Promoter |
| Barry S. Chavin | Director, Executive, Promoter |
| William F. Fox | Director, Executive, Promoter |
| Michael J. Jagodinski | Director, Executive, Promoter |
| Craig A. Lashley | Director, Executive, Promoter |
| Mlg Fund Manager Llc | Promoter |
| J. Michael Mooney | Director, Executive, Promoter |
| Ryan M. Mueller | Director, Executive, Promoter |
| Daniel R. Price | Director, Executive, Promoter |
| Richard T. Reuter | Director, Executive, Promoter |
| Andrew C. Teske | Director, Executive, Promoter |
| Timothy J. Wallen | Director, Executive, Promoter |
Issuer details
Industry: Commercial (See others in industry)
Address:
19000 W. Bluemound Rd.
Brookfield, WI, 53045
Brookfield, WI, 53045