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Form D · on the record

Lineage Brands — $718K Form D filing, December 2024

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Lineage Brands, LLC filed a Form D with the Securities and Exchange Commission on 2024-12-16.

Lineage Brands, LLC filed a Form D notice of an exempt securities offering with the SEC on December 16, 2024. The filing reports $718K sold. Its industry group is Restaurants. It names Gene Levick (Executive Officer, Director), David Morgan (Director), Stuart Updegrove (Director) (SEC Form D, December 16, 2024).

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Ceros Financial Services, Inc., the sales agent on this raise, sold 13 other raises we hold ↓

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Lineage Brands, LLC

New Form D on file · 2024-12-16 · the record

$718K
raise on the record
D
filing
11
investors in
PENNSYLVANIA
based
Open the record →

What the record says

FilingForm D
Filed2024-12-16
Industry groupRestaurants
Entity typeLimited Liability Company
Incorporated inDELAWARE
BasedBALA CYNWYD, PENNSYLVANIA
CIK1723513
Accession0001723513-24-000002

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More on the people and the money behind Lineage Brands, LLC, from the filings we hold.

Raised through the same sales agent

Ceros Financial Services, Inc. received sales compensation on this raise and on 13 other raises we hold, nearest in date first:

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What the filing shows about Lineage Brands, LLC

  • 11 investors had already put money in when it filed.
  • The filing names 3 people as officers, directors or promoters.

Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.

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Who the filing names, and in what role

The filing gives Lineage Brands, LLC's address as 25 Bala Avenue #203, Bala Cynwyd, PA 19004.

What the filing says

  • Offered: $30,000,000. Sold: $718,000. Left to sell: $29,282,000. (filing)
  • Investors: 11 had already invested. (filing)
  • Date of first sale: December 10, 2024. (filing)
  • Types of securities: Equity; Options, warrants or other rights to acquire another security. (filing)
  • Item 16: the filing reports that none of the proceeds goes to executive officers, directors or promoters (marked as an estimate). (filing)
  • On sales commissions and finders' fees: the filing adds “Placement Agent to receive placement fee equal to 10% of gross proceeds of units sold and warrants to purchase Class J units of equity (negligible value at issuance).” (filing)

This is the company's own disclosure. A payment disclosed on a Form D is a disclosed use of proceeds, not a finding of wrongdoing.

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Is Lineage Brands, LLC a real, registered company?

Lineage Brands, LLC is a registered filer with the SEC (CIK 1723513) and has filed since 2023-10-26. 4 filings are on record, the latest on 2026-03-03.

A filing shows the company exists and what it reports about itself. It is not an audit or a rating.

Who runs Lineage Brands, LLC?

Lineage Brands, LLC's Form D of 2024-12-16 names Gene Levick, David Morgan and Stuart Updegrove as its officers, directors or promoters.

How much has Lineage Brands, LLC raised?

Its new offerings report $6.83M sold across 4 offerings, as its own filings state.

Filing history · 4 filings on this registrant
Form D · 2023-10-26 · $1.04MForm D · 2024-04-17 · $3.59MForm D · 2024-12-16 · $718K · this pageForm D · 2026-03-03 · $1.48M 2023-10-26 2026-03-03

Each marker is one filing. The larger marker is the filing this page is about.

Restaurants · by week

Trailing twelve months. 172 filings in Restaurants, totalled by week.

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What the filing shows about Lineage Brands, LLC

  • 11 investors had already put money in when it filed.
  • The filing names 3 people as officers, directors or promoters.

Only in the Full Report: Who Runs It, And How To Reach Them · Warning Bells · Who Pays Them, And Who They Are Up Against.

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  1. The Short Answer

  2. Which Company This Is

  3. What They Do, And How The Money Works

  4. Who Runs It, And How To Reach Them

  5. The Money: Funding, Valuation, Runway

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  7. Warning Bells

  8. Sources

    1 cited source found

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Lineage Brands, LLC: Raised $718K, Form D filed 2024-12-16
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Permanent URL: https://mentionfox.com/funding/lineage-brands-llc-form-d-24000001
Last updated 2026-11-06
Primary record: SEC filing 1 · SEC filing 2
Lineage Brands raised $718K — SEC Form D filing, December 2024. MentionFox, 2026-11-06. https://mentionfox.com/funding/lineage-brands-llc-form-d-24000001