New Legacy Group, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 160969
- Registered since
- March 21, 2012
- Website
- www.newlegacy.com
- Custodians
- MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles89.32%
- HNWI10.68%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
New Legacy Group, LLC is an SEC-registered investment adviser formed as an LLC in 2012 that combines registered RIA responsibilities with fund management activities. The firm functions as a capital allocator and manager across pooled vehicles and separately managed accounts, providing portfolio management for individuals, small businesses and pooled investment vehicles, and selecting other advisers when appropriate. It also operates in commodity-related capacities (listed as a CPO/CTA) and acts as sponsor, general partner or managing member for pooled funds. Fee arrangements include both asset-based fees and performance-linked compensation. New Legacy Group does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds42%
- Private Funds30%
- Exchange Traded Equities17%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
Owners & executives
2 of 2Alexander Leonard
Chief Compliance OfficerCRD 8144444
Joseph Weilgus
Chief Executive OfficerCRD 6021512
Contacts
2 of 2Weiru Li
Director, Finance and AccountingCRD 7547064
Albert Petrole
CRD 8243037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$24.8M in ETFs
100%
$24.8M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $7.9M | 18,387 | 31.65% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 575 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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