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| Legacy CG LLC
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| |
|---|---|
| CRD # | 108541 |
| SEC # | 801-57457 |
| CIK # | 0001904825 |
| AUM | $316.6 MM (2024-03-26) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 972-599-4750 |
| Address | 5340 Legacy Drive Plano, TX 75024 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AMZN | 1,092,997.8 | 10.4 | |
| GOOG | 1,482,566.4 | 7.8 | |
| AMAT | 82,662.4 | 7.1 | |
| MSFT | 1,918,222.4 | 6.9 | |
| AMGN | 130,083.0 | 6.8 | |
| JPM | 340,169.2 | 6.3 | |
| FANG | 22,791.8 | 6.2 | |
| MRK | 232,371.9 | 6.1 | |
| V | 419,260.5 | 6.0 | |
| MSI | 35,172.5 | 5.9 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 40 | 6.4 |
| (b) Individuals (high net worth individuals) | 123 | 292.1 |
| (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 | 1 | 3.5 |
| (h) Charitable organizations | 4 | 9.7 |
| (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 | 3 | 4.9 |
| (n) Other | 0 | 0.0 |
| Total | 518 | 316.6 |
| By Discretionary | ||
| Discretionary | 464 | 304.3 |
| Non-Discretionary | 54 | 12.3 |
| Total | 518 | 316.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.6 | |
| Total | 518 | 316.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904825] |
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|---|---|---|
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