New Legacy Group LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
New Legacy Group LLC
CRD #160969
SEC #801-74446
CIK #0001908065
AUM $444.6 MM (2024-03-28)
Employees 14 (71% Investors, 7% Brokers)
Phone212-616-8020
Address275 Madison Ave
New York, NY 10016
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
90072054036018002009201420192025
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 ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 9 124.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 20 320.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 29 444.6
By Discretionary
Discretionary 28 433.7
Non-Discretionary 1 10.9
Total 29 444.6
By Non-United States Persons
Non-United States Persons 151.0
United States Persons 293.6
Total 29 444.6
Form D Directors # Filings # Firms 2011 - 2024
Martin Vogelbaum 16
Justin Xiang 7
Joseph Weilgus 6
Adam Geiger 5
SYNO Partners LLC 3
General Partner Four Seam LLC 1
New Legacy Matrix LLC 1
New Legacy Management LLC 1
NA Nlem Management LLC 1
EDGAR Form CIK 2011 - 2024
13F-HR [0001908065]
Comparable Firms State AUM ($BB)
Bayshore Capital Advisors LLC
FL 0.5
Eschler Asset Management LLP
0.5
Seldon Capital LP
CA 0.5
Lloyd Harbor Capital Management LLC
NY 0.5
Matrix Private Capital Group LLC
NY 0.4
Ackerman Capital Advisors LLC
TX 0.4
LOOM Capital Management LLC
NY 0.4
SG Capital Management LLC
IL 0.4
Capco Asset Management LLC
FL 0.4
Bolthouse Investments LLC
CA 0.4
Terms | Privacy | Guide
tony@aum13f.com