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New Legacy Group LLC
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CRD # | 160969 |
SEC # | 801-74446 |
CIK # | 0001908065 |
AUM | $444.6 MM (2024-03-28) |
Employees | 14 (71% Investors, 7% Brokers) |
Phone | 212-616-8020 |
Address | 275 Madison Ave New York, NY 10016 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($MM) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | New Legacy Hawk LLC | 2024-03-28 | 10.3 | |
Other | P74 TVY SPV LLC | 2023-08-23 | 0.5 | |
Other | New Legacy Falcon LLC | 2023-03-30 | 14.0 | |
Other | New Legacy ISEE III LLC | 2023-03-30 | 5.3 | |
VC | New Legacy Opportunity Fund LP | 2023-03-30 | 44.8 | |
Other | New Legacy Aspen LLC | 2022-03-31 | 10.1 | |
Other | New Legacy ISEE II LLC | 2022-03-31 | 7.8 | |
Other | New Legacy PIC II LLC | 2022-03-31 | 0.0 | |
Other | New Legacy Robin LLC | 2022-03-31 | 20.6 | |
Other | New Legacy Sparrow LLC | 2022-03-31 | 80.8 | |
View All |
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) | 9 | 124.5 |
(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 | 20 | 320.0 |
(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 | 29 | 444.6 |
By Discretionary | ||
Discretionary | 28 | 433.7 |
Non-Discretionary | 1 | 10.9 |
Total | 29 | 444.6 |
By Non-United States Persons | ||
Non-United States Persons | 151.0 | |
United States Persons | 293.6 | |
Total | 29 | 444.6 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
Martin Vogelbaum | 16 | ||
Justin Xiang | 7 | ||
Joseph Weilgus | 6 | ||
Adam Geiger | 5 | ||
SYNO Partners LLC | 3 | ||
General Partner Four Seam LLC | 1 | ||
New Legacy Matrix LLC | 1 | ||
New Legacy Management LLC | 1 | ||
NA Nlem Management LLC | 1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001908065] |
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Bayshore Capital Advisors LLC
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|
FL | 0.5 |
Eschler Asset Management LLP
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|
0.5 | |
Seldon Capital LP
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CA | 0.5 |
Lloyd Harbor Capital Management LLC
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NY | 0.5 |
Matrix Private Capital Group LLC
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NY | 0.4 |
Ackerman Capital Advisors LLC
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TX | 0.4 |
LOOM Capital Management LLC
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NY | 0.4 |
SG Capital Management LLC
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|
IL | 0.4 |
Capco Asset Management LLC
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|
FL | 0.4 |
Bolthouse Investments LLC
✚
|
CA | 0.4 |