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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Investment Solutions LLC
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| CRD # | 322695 |
| SEC # | 801-126757 |
| CIK # | 0002044858, 0002053314 |
| AUM | $240.3 M (2025-03-31) |
| Employees | 15 (40% Investors, 0% Brokers) |
| Phone | 208-925-0006 |
| Address | 851 N Hickory Street Suite 100 Meridian, ID 83642 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002044858 0002053314 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Biosig Technologies Inc | 48.8 | ||
| Neovolta Inc | 15.1 | ||
| Eagle Point Credit Co Inc | 3.9 | ||
| FS KKR Capital Corp | 3.5 | ||
| MicroStrategy Inc | 2.8 | ||
| Duolingo Inc | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,297 | 159.0 |
| (b) Individuals (high net worth individuals) | 40 | 73.5 |
| (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 | 30 | 7.8 |
| (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 | 3,664 | 240.3 |
| By Discretionary | ||
| Discretionary | 3,664 | 240.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,664 | 240.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.3 | |
| Total | 3,664 | 240.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002044858] | |
| 13F-HR | [0002053314] |
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