|
⚲
|
| New Legacy Group LLC
✚
|
|
|---|---|
| CRD # | 160969 |
| SEC # | 801-74446 |
| CIK # | 0001908065 |
| AUM | $707.9 M (2025-03-31) |
| Employees | 13 (69% Investors, 8% Brokers) |
| Phone | 212-616-8020 |
| Address | 575 Madison Ave New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 7.3 | ||
| Uber Technologies Inc | 3.5 | ||
| SPDR Gold Trust | 1.2 | ||
| Apple Inc | 1.0 | ||
| Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.4 | ||
| Biofuel Energy Corp | 0.2 | ||
| Reinvent Technology Partners | 0.1 | ||
| Holdings by Sector ($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) | 9 | 139.4 |
| (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 | 32 | 568.5 |
| (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 | 41 | 707.9 |
| By Discretionary | ||
| Discretionary | 40 | 694.2 |
| Non-Discretionary | 1 | 13.7 |
| Total | 41 | 707.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 707.9 | |
| Total | 41 | 707.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Martin Vogelbaum | 16 | ||
| Justin Xiang | 7 | ||
| Joseph Weilgus | 6 | ||
| Adam Geiger | 5 | ||
| SYNO Partners LLC | 3 | ||
| New Legacy Matrix LLC | 1 | ||
| New Legacy Management LLC | 1 | ||
| NA Nlem Management LLC | 1 | ||
| General Partner Four Seam LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001908065] |
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|---|---|---|
|
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|
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|
Deltec Asset Management LLC
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|
NY | 0.7 |