Legacy Capital Management Inc

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Assets, Funds, Holdings

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Legacy Capital Management Inc
CRD #106823
SEC #801-44284
CIK #0001357141, 0002031619, 0001687812
AUM
Employees
Phone916-783-6200
Address3700 Douglas Blvd, Ste 260
Roseville, CA 95661
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
2502001501005001999200720152024
Type Form D Funds Date Sold ($M) AUM ($M)
HF Legacy Tactical Return Fund I [2012-03-30] 28.8 3.9
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 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 65 100.0
By Discretionary
Discretionary 65 100.0
Non-Discretionary 0 0.0
Total 65 100.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 100.0
Total 65 100.0
Form D Directors # Filings # Firms 2011 - 2025
James McCarthy 5
Joe Milam 3
Craig van Hulzen 1
L-Vam 161 LLC 1
LTRS Partners LLC 1
EDGAR Form CIK 2011 - 2025
13F-HR [0001357141]
D [0001687812]
D [0002031619]
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