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| Charis Legacy Partners LLC
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|
|---|---|
| CRD # | 311968 |
| SEC # | 801-131532 |
| CIK # | 0002056602 |
| AUM | $117.2 M (2025-01-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 979-406-7875 |
| Address | 1716 Briarcrest Dr Bryan, TX 77802 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| KLA Tencor Corp | 1.7 | ||
| Apple Inc | 1.0 | ||
| Caterpillar Inc | 0.6 | ||
| AbbVie Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26 | 10.1 |
| (b) Individuals (high net worth individuals) | 30 | 105.8 |
| (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 | 1.3 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 117.2 |
| By Discretionary | ||
| Discretionary | 188 | 109.5 |
| Non-Discretionary | 8 | 7.7 |
| Total | 196 | 117.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.2 | |
| Total | 196 | 117.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056602] |
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|---|---|---|
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Jaras Financial Services Inc
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0.1 | |
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Verus Wealth Management LLC
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