|
⚲
|
| Legacy Investment Solutions LLC
✚
| |
|---|---|
| CRD # | 322695 |
| SEC # | 801-126757 |
| CIK # | |
| AUM | $170.6 MM (2024-03-29) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 208-955-0500 |
| Address | 851 N Hickory Street Suite 100 Meridian, ID 83642 |
| Source | [IAPD] [Website] [Twitter] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 0 | 0.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 0.0 | |
| Total | 0 | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
SAAS Capital LLC
✚
|
OH | 0.2 |
|
Aureana Capital Management LLC
✚
|
NY | 0.2 |
|
Blueprint Local LLC
✚
|
VA | 0.2 |
|
Winthrop Square Capital LP
✚
|
MA | 0.2 |
|
First Trust Global Portfolios Limited
✚
|
0.2 | |
|
Wilshire Quinn Capital Inc
✚
|
CA | 0.2 |
|
Capital Impact Advisors LLC
✚
|
MA | 0.2 |
|
GSI Capital Advisors LLC
✚
|
CA | 0.2 |
|
Accord Asset Partners LLC
✚
|
CA | 0.2 |
|
Solpacific LLC
✚
|
MN | 0.2 |