Legacy Partners, LLC

Overview

Legacy Partners, LLC is an SEC-registered limited liability company that operates as a private equity fund manager. The firm, registered in 2011 and owned by an individual, primarily serves institutional clients and functions as sponsor/GP and managing member of pooled investment vehicles. Its advisory activity is focused on portfolio management for those pooled vehicles rather than on separate-account wealth management. Compensation is a mix of asset-based fees and performance-based fees. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser.

Assets & Accounts

Investments & Alternatives