|
⚲
|
| Keyboard |
| Legacy Investment Partners LLC
✚
|
|
|---|---|
| CRD # | 133014 |
| SEC # | 801-63567 |
| CIK # | 0001527186, 0001609858, 0001694432 |
| AUM | 403.1 M (2026-02-06) |
| 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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 144 | 23.1 |
| (b) Individuals (high net worth individuals) | 72 | 371.9 |
| (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 | 6 | 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 | 1 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 415 | 403.1 |
| By Discretionary | ||
| Discretionary | 360 | 394.0 |
| Non-Discretionary | 55 | 9.1 |
| Total | 415 | 403.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.1 | |
| Total | 415 | 403.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001609858] | |
| D | [0001694432] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Alexander Randolph Advisory Inc
✚
|
VA | 403.9 M |
|
AG Campbell Advisory LLC
✚
|
MD | 403.9 M |
|
Hidden Cove Wealth Management LLC
✚
|
WA | 403.5 M |
|
TFR Capital LLC
✚
|
TX | 403.1 M |
|
Carnegie Lake Advisors LLC
✚
|
NJ | 403.0 M |
|
LCM Capital Management Inc
✚
|
IL | 403.0 M |
|
Erben Associates LLC
✚
|
TX | 402.5 M |
|
Henry James International Management Inc
✚
|
NY | 402.4 M |
|
BCI Securities Inc
✚
|
FL | 402.2 M |
|
Proathlete Wealth Management LLC
✚
|
FL | 402.2 M |