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| Legacy Partners LLC
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|
|---|---|
| CRD # | 159473 |
| SEC # | 801-72850 |
| CIK # | 0001694432, 0001527186, 0001609858 |
| AUM | $745.2 MM (2024-02-08) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 424-777-0776 |
| Address | 1999 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Legacy Harmony Investment Partnership LP | 2018-03-23 | 143.1 | |
| PE | Legacy Capital III LP | [2017-03-20] | 176.8 | 176.4 |
| PE | Legacy Harmony Ltd | [2014-09-05] | 112.3 | 122.6 |
| PE | Legacy Capital LP | [2012-03-28] | 175.0 | 54.3 |
| 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 | 9 | 745.2 |
| (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 | 9 | 745.2 |
| By Discretionary | ||
| Discretionary | 3 | 511.7 |
| Non-Discretionary | 6 | 233.5 |
| Total | 9 | 745.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 745.2 | |
| United States Persons | 0.0 | |
| Total | 9 | 745.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Robert Choi | 12 | |||
| Russell Riopelle | 3 | |||
| Legacy Capital III GP LP | 1 | |||
| James Gertler | 1 | |||
| Legacy Partners LLC | 1 | |||
| Russell Rioipelle | 1 | |||
| Legacy Capital GP LLC | 1 | |||
| Legacy Capital GP LP | 1 | |||
| Legacy Partners Ltd | 1 | |||
| Greig Saggers | 1 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| D | [0001609858] | |
| D | [0001694432] |
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|---|---|---|
|
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CT | 0.8 |
|
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|
Silverhawk Capital Partners LLC
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|
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TX | 0.7 |
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|
KLH Capital Partners LP
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FL | 0.7 |
|
Quad Partners LLC
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|
NY | 0.7 |