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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Knight MFO LLC
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| CRD # | 305927 |
| SEC # | 801-121664 |
| CIK # | |
| AUM | $1.5 B (2025-04-30) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 945-536-5580 |
| Address | 3001 Maple Avenue Dallas, TX 75201 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Legacy Knight Strategic Opportunities Fund - Mpearlrock Series | [2025-03-28] | 31.2 | 31.1 |
| PE | Legacy Knight Capital Partners LLC - SP Co-Invest Series | 2024-03-29 | 15.0 | |
| Other | Legacy Knight Strategic Opportunities Fund - HP GP Series | [2024-03-29] | 0.0 | 9.1 |
| PE | Legacy Knight Thematic Credit Fund LP | [2024-03-29] | 20.6 | 19.5 |
| PE | Legacy Knight Capital Partners LLC - CART II Series | [2023-03-31] | 10.6 | 10.1 |
| PE | Legacy Knight Capital Partners LLC - Lessen Series | 2023-03-31 | 40.8 | |
| PE | Legacy Knight Strategic Opportunities Fund - Higmm Series | [2023-03-31] | 0.0 | 59.1 |
| Other | Legacy Knight Strategic Opportunities Fund - SLP Series | [2023-03-31] | 0.0 | 11.7 |
| PE | Legacy Knight Strategic Opportunities Fund - TCG BDC Series | [2023-03-31] | 0.0 | 24.5 |
| RE | LK Capital Partners Real Estate Fund II LP | 2023-03-31 | 30.6 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 23 | 687.3 |
| (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 | 27 | 815.9 |
| (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 | 50 | 1,503.3 |
| By Discretionary | ||
| Discretionary | 27 | 815.9 |
| Non-Discretionary | 23 | 687.3 |
| Total | 50 | 1,503.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,503.3 | |
| Total | 50 | 1,503.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Brad Martin | 32 | ||
| David Sawyer | 27 | ||
| Legacy Knight MFO LLC | 25 | ||
| Matthew Ogle | 15 | ||
| LKCP GP LLC | 3 | ||
| Martin Brad | 1 | ||
| LK TCF GP LLC | 1 | ||
| Legacy Knight Mfo LLC | 1 |
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