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Cardinal Investment Fund, LLC

Other Private FundFund ID 805-6577778802Delaware, United States
Gross assets
$31.6M
Min. investment
$50K
Beneficial owners
11
Size rank
Top 63%
Audited
Yes
Structure
Master

About this fund

Cardinal Investment Fund, LLC is a other private fund managed by New Legacy Group, LLC. The fund reports $31.6 million in gross assets, placing it among the top 63% of private funds by size. The stated minimum investment is $50,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-6577778802
Fund typeOther Private Fund — SPV
3(c)(1) exclusionNo
3(c)(7) exclusionYes
Master fundYes
Feeder fundNo
Fund of fundsNo
Relies on exemption from registrationNo
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
New Legacy Sparrow, LLCOther Private$327.5M
Nl Raven II, LLCOther Private$196.9M
New Legacy Matrix Niche Strategies, LLCOther Private$159.5M
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Frequently asked questions

How large is Cardinal Investment Fund, LLC?

Cardinal Investment Fund, LLC reports $31.6 million in gross assets, among the top 63% of private funds by size.

What is the minimum investment for Cardinal Investment Fund, LLC?

The stated minimum investment is $50,000.

Who manages Cardinal Investment Fund, LLC?

Cardinal Investment Fund, LLC is managed by New Legacy Group, LLC.

Does Cardinal Investment Fund, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Administrator
Auditor

Reported gross assets

$31.6M▲ 244%
Mar '25 — $9.2MApr '25 — $9.2MMay '25 — $9.2MJun '25 — $9.2MJul '25 — $9.2MAug '25 — $9.2MSep '25 — $9.2MOct '25 — $9.2MNov '25 — $9.2MDec '25 — $9.2MJan '26 — $9.2MFeb '26 — $9.2MMar '26 — $31.6MApr '26 — $31.6MMay '26 — $31.6MJun '26 — $31.6M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 63%
Larger than 37% of 67,041 private funds
Gross assets vs Other Private FundsTop 63%
Larger than 37% of 8,892 other private funds
Minimum investmentTop 85%
Higher than 15% of funds reporting a minimum

Investor base

Adviser & related persons22%
Funds of funds2%
Non-U.S. persons51%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.