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Legacy Investment Partners LLC
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CRD # | 133014 |
SEC # | 801-63567 |
CIK # | 0001694432, 0001527186, 0001609858 |
AUM | $276.6 MM (2024-02-16) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 913-696-1550 |
Address | 6240 West 135th Street Overland Park, KS 66223 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 133 | 22.3 |
(b) Individuals (high net worth individuals) | 75 | 246.6 |
(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 | 3.7 |
(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 | 0 | 4.0 |
(n) Other | 0 | 0.0 |
Total | 349 | 276.6 |
By Discretionary | ||
Discretionary | 291 | 267.7 |
Non-Discretionary | 58 | 8.8 |
Total | 349 | 276.6 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 276.6 | |
Total | 349 | 276.6 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
D | [0001609858] | |
D | [0001694432] |
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Ridgepath Capital Management LLC
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TN | 0.3 |
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FL | 0.3 |
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MN | 0.3 |
Provence Registered Investment Advisor LLC
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CA | 0.3 |
Peachtree Wealth Advisors Inc
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GA | 0.3 |