Data / Form D filings / Lineage Brands, LLC
Lineage Brands, LLC: Form D filings
Lineage Brands, LLC, a restaurant company in Bala Cynwyd, PA, filed 7 Form D notices with the SEC between 2017 and 2026. The latest, on March 3, 2026, reports $1.5 million sold of a $90 million offering to 12 investors.
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Company details from the filing
- Address
- 25 BALA AVENUE #203, Bala Cynwyd, PA, 19004
- Phone
- (610) 664-2482
- Industry
- Restaurants
- Entity type
- Limited Liability Company
- Incorporated in
- Delaware
- Revenue range
- Decline to Disclose
- Exemptions claimed
- Rule 506(c)
- SEC identifier (CIK)
- 1723513
Form D filings
| Filed | Type | Offering | Sold | Remaining | Investors | First sale | Filing |
|---|---|---|---|---|---|---|---|
| Mar 3, 2026 | New notice | $90,000,000 | $1,475,000 | $88,525,000 | 12 | Feb 6, 2026 | sec.gov |
| Dec 16, 2024 | New notice | $30,000,000 | $718,000 | $29,282,000 | 11 | Dec 10, 2024 | sec.gov |
| Apr 17, 2024 | New notice | $20,000,000 | $3,594,448 | $16,405,552 | 31 | Apr 10, 2024 | sec.gov |
| Oct 26, 2023 | New notice | $35,000,000 | $1,040,000 | $33,960,000 | 14 | Oct 20, 2023 | sec.gov |
| Mar 15, 2022 | New notice | $30,000,000 | $1,800,000 | $28,200,000 | 6 | Mar 4, 2022 | sec.gov |
| Mar 18, 2021 | New notice | $20,500,000 | $4,105,000 | $16,395,000 | 15 | Mar 12, 2021 | sec.gov |
| Dec 13, 2017 | New notice | $35,000,000 | $7,055,000 | $27,945,000 | 37 | Nov 30, 2017 | sec.gov |
Executive officers and directors named in the filing
| Name | Role | Note in the filing |
|---|---|---|
| Gene Levick | Executive Officer, Director | |
| David Morgan | Director | |
| Stuart Updegrove | Director |
Every Form D from the week of Mar 2, 2026 · All recent filings in Pennsylvania · All recent Restaurants filings
Read from SEC EDGAR. Amount sold is what Lineage Brands, LLC reported on the day it filed; on an offering that is still open, a later amendment can raise it. Free to reuse with credit to SpecStream under CC BY 4.0.