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| Keyboard |
| Legacy Bridge LLC
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|---|---|
| CRD # | 282261 |
| SEC # | 801-107113 |
| CIK # | 0001689144 |
| AUM | 425.8 M (2026-03-18) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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 | 11.4 | ||
| GE Vernova Inc | 10.2 | ||
| Palantir Technologies Inc | 8.9 | ||
| Sterling Construction Co Inc | 7.8 | ||
| Broadcom Inc | 7.0 | ||
| West Bancorporation Inc | 5.8 | ||
| Caterpillar Inc | 5.4 | ||
| Celestica Inc | 5.0 | ||
| GS Acquisition Holdings Corp | 5.0 | ||
| Arista Networks Inc | 4.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 11.7 |
| (b) Individuals (high net worth individuals) | 27 | 410.5 |
| (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 | 1 | 3.5 |
| (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 | 117 | 425.8 |
| By Discretionary | ||
| Discretionary | 117 | 425.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 117 | 425.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 425.8 | |
| Total | 117 | 425.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001689144] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Retail |
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