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| Legend Capital Advisors LLC
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| CRD # | 336029 |
| SEC # | 801-132909 |
| CIK # | 0002111719 |
| AUM | 240.2 M (2026-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 212-606-2326 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Snowflake Inc | 47.4 | ||
| Nu Holdings Ltd | 20.0 | ||
| Facebook Inc | 15.8 | ||
| Alphabet Inc | 7.4 | ||
| Tesla Motors Inc | 5.5 | ||
| Apple Inc | 5.0 | ||
| Discovery Communications Inc | 4.8 | ||
| Nvidia Corp | 3.7 | ||
| Sustainable Opportunities Acquisition Corp | 3.0 | ||
| Amazon Com Inc | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | Legend Capital Ventures II LLC | 2026-03-31 | ||
| VC | Legend Capital Ventures I LLC | [2026-03-31] | 0.4 M | 0.4 M |
| Filed 2025-09-08 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 78 | 78.0 |
| (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 | 12 | 150.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (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 | 17 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 108 | 240.2 |
| By Discretionary | ||
| Discretionary | 108 | 240.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 108 | 240.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.2 | |
| Total | 108 | 240.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Legend Capital Advisors LLC | Executive Officer | 2 | 2 | |
| Adam Merino | Executive Officer | 2 | 2 | |
| Legend Capital Carry LLC | Executive Officer | 2 | 2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111719] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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