AltMountain

Legacy Knight - Okapi IV LLC

Dallas, TX · CIK 1818026
Status: no Form D since Jul 2020. Funds file a Form D when they begin selling and amend it each year while the offering continues, so this fund has most likely stopped raising money. It may still be investing, or it may have closed or been dissolved. The details below are from its latest filing, kept here as a record.

Legacy Knight - Okapi IV LLC is a private investment fund based in Dallas, Texas. According to its most recent Form D, filed Jul 21, 2020, it has sold $2,300,000 of interests to 8 investors since its first sale in Jul 2020. The minimum investment it accepts from an outside investor is $100,000. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include Legacy Knight MFO, LLC; Brad Martin.

Total raised
$2,300,000Cumulative sales reported on Form D
Investors
8
First sale
Jul 6, 2020
Minimum investment
$100,000
Who can invest
Accredited investorsSection 3(c)(1): up to 100 beneficial owners
Offering exemption
Rule 506(b)No general advertising
Key people and entities
Legacy Knight MFO, LLC; Brad Martin
Latest Form D
Jul 21, 2020

From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction

Questions about Legacy Knight - Okapi IV LLC

What is the minimum investment for Legacy Knight - Okapi IV LLC?

According to its latest Form D, filed Jul 21, 2020, the minimum investment Legacy Knight - Okapi IV LLC accepts from an outside investor is $100,000.

Who can invest in Legacy Knight - Okapi IV LLC?

Legacy Knight - Okapi IV LLC is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.

How much has Legacy Knight - Okapi IV LLC raised?

Legacy Knight - Okapi IV LLC reports $2,300,000 sold from 8 investors on its Form D filed Jul 21, 2020. This is cumulative sales since the offering began, not current assets or performance.

Where is Legacy Knight - Okapi IV LLC based?

Legacy Knight - Okapi IV LLC is based in Dallas, Texas.

When did Legacy Knight - Okapi IV LLC launch?

Legacy Knight - Okapi IV LLC reports its first sale in Jul 2020.

Size compared with every private investment fund

Raised more than 40% of the 875 private investment funds based in Texas, and more than 22% of all 10,190 that report sales.

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