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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Investment Partners LLC
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| CRD # | 133014 |
| SEC # | 801-63567 |
| CIK # | 0001609858, 0001527186, 0001694432 |
| AUM | $317.2 M (2025-01-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 913-696-1550 |
| Address | 6240 West 135th Street Overland Park, KS 66223 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 26.8 |
| (b) Individuals (high net worth individuals) | 76 | 282.8 |
| (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 | 3 | 3.3 |
| (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 | 4.3 |
| (n) Other | 0 | 0.0 |
| Total | 374 | 317.2 |
| By Discretionary | ||
| Discretionary | 317 | 307.4 |
| Non-Discretionary | 57 | 9.9 |
| Total | 374 | 317.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 317.2 | |
| Total | 374 | 317.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001609858] | |
| D | [0001694432] |
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0.3 | |
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