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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Partners LLC
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| CRD # | 159473 |
| SEC # | 801-72850 |
| CIK # | 0001609858, 0001694432, 0001527186 |
| AUM | $729.5 M (2025-02-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 424-777-0776 |
| Address | 1999 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Legacy Harmony Investment Partnership LP | 2018-03-23 | 137.4 | |
| PE | Legacy Capital III LP | [2017-03-20] | 176.8 | 156.5 |
| PE | Legacy Harmony Ltd | [2014-09-05] | 112.3 | 133.4 |
| PE | Legacy Capital LP | [2012-03-28] | 175.0 | 56.0 |
| 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 | 729.5 |
| (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 | 729.5 |
| By Discretionary | ||
| Discretionary | 3 | 504.2 |
| Non-Discretionary | 6 | 225.3 |
| Total | 9 | 729.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 504.2 | |
| United States Persons | 225.3 | |
| Total | 9 | 729.5 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Robert Choi | 12 | ||
| Russell Riopelle | 3 | ||
| Greig Saggers | 1 | ||
| Legacy Capital III GP LP | 1 | ||
| James Gertler | 1 | ||
| Legacy Capital GP LLC | 1 | ||
| Legacy Partners LLC | 1 | ||
| Legacy Partners Ltd | 1 | ||
| Legacy Capital GP LP | 1 | ||
| Russell Rioipelle | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| D | [0001609858] | |
| D | [0001694432] |
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|
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|
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