LINEAGE BRANDS, LLC

Profile

Company Names

LINEAGE BRANDS, LLC

Addresses

25 BALA AVENUE #203, BALA CYNWYD, PA 19004

Phone Numbers

610-664-2482

 

Entity Type:

LIMITED LIABILITY COMPANY

Industry:

RESTAURANTS

Year Incorporated:

2017

State Incorporated:

DELAWARE

Total Amount Raised:

$19,787,448.00

Number of Funding Rounds:

7
Investment Rounds
Round #
Round Open Date
Amount Raised
Total Round Size
Amount Remaining to be Raised
Securities
7
2026-02-06 
$1,475,000.00 
$90,000,000.00 
$88,525,000.00 
Equity 
6
2024-12-10 
$718,000.00 
$30,000,000.00 
$29,282,000.00 
Equity 
5
2024-04-10 
$3,594,448.00 
$20,000,000.00 
$16,405,552.00 
Equity 
4
2023-10-20 
$1,040,000.00 
$35,000,000.00 
$33,960,000.00 
Equity 
3
2022-03-04 
$1,800,000.00 
$30,000,000.00 
$28,200,000.00 
Equity 
2
2021-03-12 
$4,105,000.00 
$20,500,000.00 
$16,395,000.00 
Equity 
1
2017-11-30 
$7,055,000.00 
$35,000,000.00 
$27,945,000.00 
Equity, Debt 
People
First Name
Middle Name
Last Name
Titles
Related Companies
GENE 
 
LEVICK 
EXECUTIVE OFFICER, DIRECTOR
STUART 
 
UPDEGROVE 
DIRECTOR, PROMOTER
Filings
Filing Date
Filing Type
Source URL
Industry Classifier
Detailed Industry
Revenue Range
Securities
First Sale Date
D
RESTAURANTS 
 
DECLINE TO DISCLOSE 
Equity 
2026-02-06 
D
RESTAURANTS 
 
DECLINE TO DISCLOSE 
Equity 
2024-12-10 
D
RESTAURANTS 
 
DECLINE TO DISCLOSE 
Equity 
2024-04-10 
D
RESTAURANTS 
 
DECLINE TO DISCLOSE 
Equity 
2023-10-20 
D
RESTAURANTS 
 
DECLINE TO DISCLOSE 
Equity 
2022-03-04 
D
RESTAURANTS 
 
DECLINE TO DISCLOSE 
Equity 
2021-03-12 
D
RESTAURANTS 
 
DECLINE TO DISCLOSE 
Equity, Debt 
2017-11-30 
Brokers
Broker Dealer
Broker CRD#
Recipient Name
Recipient CRD#
CEROS FINANCIAL SERVICES, INC.
CEROS FINANCIAL SERVICES, INC.
CEROS FINANCIAL SERVICES, INC.
CEROS FINANCIAL SERVICES, INC.
NONE
NATIONAL SECURITIES CORPORATION
NATIONAL SECURITIES CORPORATION
NONE
NATIONAL SECURITIES CORPORATION
NATIONAL SECURITIES CORPORATION
NONE