Legacy Investment Partners LLC

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Assets, Funds, Holdings

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Legacy Investment Partners LLC
CRD #133014
SEC #801-63567
CIK #0001694432, 0001527186, 0001609858
AUM $276.6 MM (2024-02-16)
Employees 4 (75% Investors, 0% Brokers)
Phone913-696-1550
Address6240 West 135th Street
Overland Park, KS 66223
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3002401801206002004201120182025
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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