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| Keyboard |
| Legacy Edge Advisors LLC
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|
|---|---|
| CRD # | 328064 |
| SEC # | 801-128842 |
| CIK # | 0002105396 |
| AUM | 1,228.8 M (2026-04-16) |
| Employees | 18 (89% Investors, 0% Brokers) |
| Phone | 516-447-4200 |
| Address | 485 Underhill Blvd Syosset, NY 11791 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 12.6 | ||
| Apple Inc | 10.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 88 | 43.7 |
| (b) Individuals (high net worth individuals) | 442 | 1,184.5 |
| (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 | 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 | 2 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 532 | 1,228.8 |
| By Discretionary | ||
| Discretionary | 532 | 1,228.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 532 | 1,228.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,228.8 | |
| Total | 532 | 1,228.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002105396] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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