| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer Katharine Boling | Member | 5-10% | 2021 |
| Matthew Peter Quinn | Member | 5-10% | 2021 |
| Roger a. and Susan Shake Living Trust, Dated 11/7/1989, As Amended or Restated Control | Member | 25-50% | 2021 |
Legacy Cg LLC reports $356.4 million in regulatory assets under management on its Form ADV.
Legacy Cg LLC reports 5 employees.
Legacy Cg LLC is based in Plano, TX and has been SEC-registered since 2000.
Legacy Cg LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5340 Legacy Drive, Ste 165, Plano, TX 75024 |
| Phone | 972-599-4750 |
| Office hours | Mon-Thurs 8:30 a.m. To 5:00 p.m.; Fri 8:30a.m. - 12:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 1904825 |
| Discloses disciplinary history | No |
| Discretionary | $343.9M |
| Non-discretionary | $12.5M |
| Total (RAUM) | $356.4M |