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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Bridge LLC
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| CRD # | 282261 |
| SEC # | 801-107113 |
| CIK # | 0001689144 |
| AUM | $325.9 M (2025-03-24) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 515-421-4870 |
| Address | 5810 Grand Ave West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.7 | ||
| Broadcom Inc | 8.2 | ||
| Palantir Technologies Inc | 7.9 | ||
| GE Vernova Inc | 6.0 | ||
| West Bancorporation Inc | 5.1 | ||
| Sterling Construction Co Inc | 4.2 | ||
| Microsoft Corp | 3.9 | ||
| Arista Networks Inc | 3.9 | ||
| Amazon Com Inc | 3.7 | ||
| Wal Mart Stores Inc | 3.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 12.8 |
| (b) Individuals (high net worth individuals) | 23 | 309.3 |
| (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 | 0 | 3.8 |
| (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 | 99 | 325.9 |
| By Discretionary | ||
| Discretionary | 99 | 325.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 99 | 325.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 325.9 | |
| Total | 99 | 325.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001689144] |
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OH | 0.3 |
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Financial Service Group Inc
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WI | 0.3 |
|
Houlihan Financial Resource Group Ltd
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|
VA | 0.3 |
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Perennial Advisors Group LLC
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MA | 0.3 |