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| Legacy Bridge LLC
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|
|---|---|
| CRD # | 282261 |
| SEC # | 801-107113 |
| CIK # | 0001689144 |
| AUM | $292.6 MM (2023-03-07) |
| Employees | 7 (29% Investors, 0% Brokers) |
| Phone | 515-421-4870 |
| Address | 4601 Westown Parkway West Des Moines, IA 50266 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WTBA | 410.0 | 5.7 | |
| MSFT | 1,918,222.4 | 2.5 | |
| AAPL | 2,382,844.0 | 2.4 | |
| AMD | 131,458.5 | 2.2 | |
| AVGO | 201,282.9 | 2.0 | |
| NVDA | 399,550.0 | 2.0 | |
| RTX | 139,471.0 | 2.0 | |
| TSCO | 21,844.9 | 1.8 | |
| DE | 94,490.3 | 1.7 | |
| BIIB | 29,658.0 | 1.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 12 | 7.6 |
| (b) Individuals (high net worth individuals) | 23 | 282.1 |
| (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 | 2.9 |
| (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 | 107 | 292.6 |
| By Discretionary | ||
| Discretionary | 107 | 292.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 107 | 292.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 292.6 | |
| Total | 107 | 292.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001689144] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Joseph P Lucia & Associates LLC
✚
|
NY | 0.3 |
|
Weinberger Asset Management Inc
✚
|
CA | 0.3 |
|
Harbor Wealth Management LLC
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WI | 0.3 |
|
Red Wave Investments LLC
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|
PA | 0.3 |
|
Objective Capital Management LLC
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|
OH | 0.3 |
|
Caplan Financial Group LLC
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|
MD | 0.3 |
|
Rational Investment Management LLC
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|
CA | 0.3 |
|
Integrated Financial Strategies LLC
✚
|
NC | 0.3 |
|
Dupree Financial Group LLC
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|
KY | 0.3 |
|
Private Income Capital Management
✚
|
WA | 0.3 |