ABS Legacy Partners LLC

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Assets, Funds, Holdings

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ABS Legacy Partners LLC
CRD #325604
SEC #801-127615
CIK #
AUM $546.5 MM (2024-03-26)
Employees 4 (25% Investors, 0% Brokers)
Phone828-325-0655
Address3048 North Center Street
Hickory, NC 28601
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
60048036024012002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 5 0.3
(b) Individuals (high net worth individuals) 17 339.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 41.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 7 166.0
(n) Other 0 0.0
Total 45 546.5
By Discretionary
Discretionary 45 546.5
Non-Discretionary 0 0.0
Total 45 546.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 546.5
Total 45 546.5
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