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Tiverton AG Legacy Holdings, LLC

Private Equity FundFund ID 805-3241854302North Carolina, United States
Gross assets
$129.5M
Min. investment
$20K
Beneficial owners
15
Size rank
Top 39%
Audited
Yes
Structure
Standalone

About this fund

Tiverton AG Legacy Holdings, LLC is a private equity fund managed by Tiverton Advisors, LLC. The fund reports $129.5 million in gross assets, placing it among the top 39% of private funds by size. The stated minimum investment is $20,000. 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 ID805-3241854302
Fund typePrivate Equity Fund
3(c)(1) exclusionYes
3(c)(7) exclusionYes
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued97%

Other funds from this manager

FundTypeGross assets
Tiverton Agrifinance III, LPPrivate Equity$954.1M
Tiverton Agrifinance II, LPPrivate Equity$317.2M
Ta Mf LLCPrivate Equity$289.9M
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Frequently asked questions

How large is Tiverton AG Legacy Holdings, LLC?

Tiverton AG Legacy Holdings, LLC reports $129.5 million in gross assets, among the top 39% of private funds by size.

What is the minimum investment for Tiverton AG Legacy Holdings, LLC?

The stated minimum investment is $20,000.

Who manages Tiverton AG Legacy Holdings, LLC?

Tiverton AG Legacy Holdings, LLC is managed by Tiverton Advisors, LLC.

Does Tiverton AG Legacy Holdings, 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
Auditor

Reported gross assets

$129.5M▲ 45%
Mar '25 — $89.3MApr '25 — $89.3MMay '25 — $89.3MJun '25 — $89.3MJul '25 — $89.3MAug '25 — $89.3MSep '25 — $89.3MOct '25 — $89.3MNov '25 — $89.3MDec '25 — $89.3MJan '26 — $89.3MFeb '26 — $89.3MMar '26 — $129.5MApr '26 — $129.5MMay '26 — $129.5MJun '26 — $129.5M
Mar '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 39%
Larger than 61% of 67,041 private funds
Gross assets vs Private Equity FundsTop 35%
Larger than 65% of 31,066 private equity funds
Minimum investmentTop 93%
Higher than 7% of funds reporting a minimum

Investor base

Adviser & related persons4%
Funds of funds22%
Non-U.S. persons%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.