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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) |
|---|
| 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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|
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✚
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OH | 2.0 |
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VA | 1.2 |
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WI | 0.8 |