Legacy Global Management, L.L.C.

Overview

Legacy Global Management, L.L.C. is a small, client-focused advisory firm that concentrates its investment activity on publicly traded equities while providing portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-assets basis alongside the option for hourly billing, and it serves both individual/family and institutional clients. Its stated investment preference is equities, and that preference drives a concentrated use of exchange-traded instruments as the primary building blocks of client portfolios. Legacy Global Management does not position itself as an ESG-focused allocator and operates under an individual ownership structure with a limited geographic footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices