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| Happy Holidays!! thanks for using AUM13F!! |
| Legend Capital Advisors LLC
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| CRD # | 336029 |
| SEC # | 801-132909 |
| CIK # | |
| AUM | $221.7 M (2025-07-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 212-606-2326 |
| Address | 220 Fifth Avenue New York, NY 10001 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($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) | 56 | 63.9 |
| (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 | 10 | 155.4 |
| (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 | 8 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 75 | 221.7 |
| By Discretionary | ||
| Discretionary | 75 | 221.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 75 | 221.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.7 | |
| Total | 75 | 221.7 |
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|---|---|---|
|
Wharton Midmarket Investment Advisors Inc
✚
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CT | 0.2 |
|
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FL | 0.2 |
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Atlas Wealth Partners LLC
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|
Aqua Advisors LLC
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|
0.2 | |
|
Birch Financial Group LLC
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NH | 0.2 |
|
Rightwealth Advisors LLC
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|
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|
Pillar Wealth Management LLC
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|
0.2 |