Form D · Other Investment Fund

New Legacy Matrix Niche Strategies, LLC

New York, NY · CIK 0001638144

Offering snapshot reported May 18, 2026 · SEC filing

Reported sold: $90.3M
Investors reported: 192
Minimum accepted: $100K
First sale: Jan 1, 2010

Fundraising history

Reported sold

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$88,145,219 → $90,324,681
Reported investors190 → 192

Filing history

Scroll to see all columns →

Filed	Filing type	Reported sold	Change vs linked filing	Investors	Source
May 18, 2026	Amendment	$90,324,681	$2,179,462vs May 16, 2025	192	SEC filing
May 16, 2025	Amendment	$88,145,219	$306,855vs May 17, 2024	190	SEC filing
May 17, 2024	Amendment	$87,838,364	$581,977vs May 17, 2023	188	SEC filing
May 17, 2023	Amendment	$87,256,387	$7,291,041vs May 17, 2022	184	SEC filing
May 17, 2022	Amendment	$79,965,346	$16,104,354vs May 21, 2020	181	SEC filing
May 21, 2021	Amendment	$79,132,980	No comparison	Not reported	SEC filing
May 21, 2020	Amendment	$63,860,992	$949,000vs May 21, 2019	155	SEC filing
May 21, 2019	Amendment	$62,911,992	$3,827,056vs May 24, 2018	153	SEC filing
May 24, 2018	Amendment	$59,084,936	$6,983,828vs May 24, 2017	147	SEC filing
May 24, 2017	Amendment	$52,101,108	$2,540,950vs May 26, 2016	138	SEC filing
May 26, 2016	Amendment	$49,560,158	$2,819,294vs May 29, 2015	132	SEC filing
May 29, 2015	Initial	$46,740,864	No comparison	125	SEC filing

Offering details

Securities: Pooled investment fund
Exemptions: 06b, 3C, 3C.1
Duration over one year: Yes
Business combination: No

Sales commissions: $229K (estimated)
Finders' fees: $0
Form D file number: 021-240825

Sales compensation recipients

Scroll to see all columns →

Recipient	CRD	Associated broker-dealer
CAPITAL MANAGEMENT PARTNERS, INC.	21973

Source: Form D, filed May 18, 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

NEW LEGACY MATRIX NICHE STRATEGIES, LLC

Investment adviser: NEW LEGACY GROUP, LLC

Gross asset value: $160M
Beneficial owners: 91
ADV minimum commitment: $100K

Reported in Form ADV on Jun 30, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator COHEN & ASSOCIATES WESTPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP ROSELAND, New Jersey, United States

Custodian CITY NATIONAL BANK, NA NEW YORK, New York, United States Related to adviser: No

Marketer CAPITAL MANAGEMENT PARTNERS, INC. FAIRFIELD, Iowa, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

COHNREZNICK LLP
PCAOB 596

CAPITAL MANAGEMENT PARTNERS, INC.
CRD 21973 · SEC 8-39446

Filing source

Form ADV 2102109 · Jun 30, 2026 · Schedule D 7.B.(1), fund 805-9732932105

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
Name	Reported role
Adam Lee Geiger	Executive
N/A New Legacy Matrix, Llc	Promoter
Joseph Michael Weilgus	Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:

575 Madison Avenue Suite 1400
New York, NY, 10022