LEGACY PARTNER GROUP

Overview

Legacy Partner Group is a small, fee-based registered advisory business organized as an LLC that focuses on direct portfolio management for individuals, families and small business clients. The firm runs discretionary mandates and favors equity-centric strategies: filings indicate the firm’s asset mix is concentrated in exchange-traded equities and separately managed equity accounts. Investment activity centers on building liquid equity exposures, with supplemental use of mutual funds and corporate debt where clients need income or diversification. The firm does not present itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant. Its business model is a classic AUM-based advisory practice: percentage-of-AUM fees, hands-on portfolio management for private clients and for small businesses or institutional clients where appropriate. Custody and trading are routed through Charles Schwab & Co., Inc., which holds the firm’s assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices