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| Legacy Partners LLC
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|---|---|
| CRD # | 159473 |
| SEC # | 801-72850 |
| CIK # | 0001527186, 0001609858, 0001694432 |
| AUM | 777.9 M (2026-01-29) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 424-777-0776 |
| Address | 1999 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Aquarius Ray LP | 2025-10-17 | 101.5 M | |
| PE | LCI III LLC | 2025-10-17 | 75.0 M | |
| PE | LCI II LLC | 2025-10-17 | 63.7 M | |
| PE | LCI IV LLC | 2025-10-17 | 2.7 M | |
| PE | Legacy Capital III-A LLC | 2025-10-17 | 5.4 M | |
| PE | Legacy Capital III-B LLC | 2025-10-17 | 6.0 M | |
| PE | Legacy Harmony Investment Partnership LP | 2018-03-23 | 124.5 M | |
| PE | Legacy Capital III LP | [2017-03-20] | 176.8 M | 329.6 M |
| Filed 2019-01-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Commission $1,611,492 · Revenue Decline to Disclose | ||||
| PE | Legacy Harmony Ltd | [2014-09-05] | 112.3 M | 124.8 M |
| Filed 2014-06-13 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $722,500 · Revenue Decline to Disclose | ||||
| PE | Legacy Capital LP | [2012-03-28] | 175.0 M | 69.6 M |
| Filed 2013-04-15 (D/A) · Exemption 506, 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $254,236 · Revenue Not Applicable | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 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 | 777.9 |
| (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 | 9 | 777.9 |
| By Discretionary | ||
| Discretionary | 9 | 777.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 777.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 625.2 | |
| United States Persons | 152.7 | |
| Total | 9 | 777.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Robert Choi | Director, Executive Officer | 12 | 3 | |
| Russell Riopelle | Director, Executive Officer | 3 | 2 | |
| Greig Saggers | Executive Officer | 1 | 1 | |
| Legacy Capital III GP LP | Director | 1 | 1 | |
| James Gertler | Director | 1 | 1 | |
| Legacy Capital GP LLC | Director | 1 | 1 | |
| Legacy Partners LLC | Director | 1 | 1 | |
| Legacy Partners Ltd | Executive Officer | 1 | 1 | |
| Legacy Capital GP LP | Executive Officer | 1 | 1 | |
| Russell Rioipelle | Executive Officer | 1 | 1 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001609858] | |
| D | [0001694432] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NY | 787.4 M |
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Princeton Fund Advisors LLC
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CO | 780.0 M |
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Faropoint Ventures LLC
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Astira Capital Partners LP
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MA | 777.3 M |
|
Snow Phipps Group LLC
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|
KLH Capital Partners LP
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|
Potentum Partners LP
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773.3 M | |
|
Apax Partners US LLC
✚
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NY | 768.3 M |