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| Legacy Knight MFO LLC
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|---|---|
| CRD # | 305927 |
| SEC # | 801-121664 |
| CIK # | |
| AUM | $1.3 BB (2024-07-19) |
| Employees | 16 (81% Investors, 0% Brokers) |
| Phone | 945-536-5580 |
| Address | 2525 Knight Street Dallas, TX 75219 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Legacy Knight Capital Partners LLC - SP Co-Invest Series | 2024-03-29 | 6.1 | |
| Other | Legacy Knight Strategic Opportunities Fund - HP GP Series | [2024-03-29] | 0.0 | 10.6 |
| PE | Legacy Knight Thematic Credit Fund LP | [2024-03-29] | 11.8 | 22.7 |
| PE | Legacy Knight Capital Partners LLC - CART II Series | 2023-03-31 | 10.7 | |
| PE | Legacy Knight Capital Partners LLC - Lessen Series | 2023-03-31 | 40.9 | |
| PE | Legacy Knight Strategic Opportunities Fund - Higmm Series | [2023-03-31] | 0.0 | 59.8 |
| Other | Legacy Knight Strategic Opportunities Fund - SLP Series | [2023-03-31] | 0.0 | 11.4 |
| PE | Legacy Knight Strategic Opportunities Fund - TCG BDC Series | [2023-03-31] | 0.0 | 28.6 |
| RE | LK Capital Partners Real Estate Fund II LP | 2023-03-31 | 39.8 | |
| PE | Legacy Knight Capital Partners LLC - CART Series | [2022-02-07] | 50.0 | 66.2 |
| View All | ||||
| 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) | 20 | 481.9 |
| (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 | 778.4 |
| (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 | 47 | 1,260.3 |
| By Discretionary | ||
| Discretionary | 27 | 778.4 |
| Non-Discretionary | 20 | 481.9 |
| Total | 47 | 1,260.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,260.3 | |
| Total | 47 | 1,260.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Brad Martin | 29 | ||
| David Sawyer | 24 | ||
| Legacy Knight MFO LLC | 22 | ||
| Matthew Ogle | 15 | ||
| LKCP GP LLC | 3 | ||
| Martin Brad | 1 | ||
| Legacy Knight Mfo LLC | 1 | ||
| LK TCF GP LLC | 1 |
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|---|---|---|
|
1900 Wealth Management LLC
✚
|
TX | 1.9 |
|
Gryphon Financial Partners LLC
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|
OH | 1.8 |
|
Provenio Capital Management LLC
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CA | 1.6 |
|
Post Road Group LLC
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|
CT | 1.5 |
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Corundum Group Inc
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|
CO | 1.4 |
|
Gries Financial LLC
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|
OH | 1.3 |
|
Arcadia Investment Partners LLC
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|
NY | 1.2 |
|
Greenwood Gearhart Inc
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|
AR | 1.1 |
|
Canal Capital Management LLC
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|
VA | 1.1 |
|
Divergent Wealth Advisors LLC
✚
|
UT | 0.6 |