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Lineage Brands, LLC

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Updated Nov 11, 2026·Latest SEC filing Mar 3, 2026·Suggest an edit

About Lineage Brands

Lineage Brands is a private company based in Bala Cynwyd, Pennsylvania. It has reported $19,787,448 raised in seven offerings on Form D since December 2017. Its chief executive is Gene Levick.

Funding Rounds (SEC Form D)

First saleFiled with SECAmount soldInvestorsAvg. checkTermsFiling
Feb 6, 2026Mar 3, 2026$1,475,000of $90.0M target12$122KEquity, OptionsRule 506(c)Form D ↗
Dec 10, 2024Dec 16, 2024$718,000of $30.0M target11$65,273Equity, OptionsRule 506(c)Form D ↗
Apr 10, 2024Apr 17, 2024$3,594,448of $20.0M target31$115KEquity, Options, Exchange of Notes for equityRule 506(b)Form D ↗
Oct 20, 2023Oct 26, 2023$1,040,000of $35.0M target14$74,286Equity, OptionsRule 506(c)Form D ↗
Mar 4, 2022Mar 15, 2022$1,800,000of $30.0M target6$300KEquity, OptionsRule 506(b)Form D ↗
Mar 12, 2021Mar 18, 2021$4,105,000of $20.5M target15$273KEquityRule 506(b)Form D ↗
Nov 30, 2017Dec 13, 2017$7,055,000of $35.0M target37$190KEquity, DebtRule 506(b)Form D ↗
Total, seven offerings$19,787,448

First sale is the date the first investor in the offering committed to invest. Companies must file Form D within 15 days of that date, so filing dates run later.

Leadership Team

Executive officers and directors listed on Lineage Brands's Form D filed Mar 3, 2026.

DM
David Morgan
Director
GL
Gene Levick
CEO and director

Sources

  1. SECLineage Brands, LLC filing history