PPrivate Fund Data Log in Join · $37/mo

Legacy Edge Advisors, LLC

● SEC registered since 2024CRD 328064SEC# 801-128842Syosset, NY
Export (members)
Reg. AUM
$896.2M
Employees
14
Accounts
1,118
Location
Syosset, NY

Legacy Edge Advisors, LLC assets under management

Legacy Edge Advisors, LLC is an SEC-registered investment adviser based in Syosset, NY. The firm has been registered since 2024. It reports $896.2 million in regulatory assets under management and employs 14 people.
View on SEC.gov ↗

Legacy Edge Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Jason Sean Kass ControlManaging Partner, Sr. Portfolio Manager25-50%2023
Robert Francis Rom ControlManaging Partner, Senior Wealth Advisor25-50%2023
Scott Jason Israel ControlManaging Partner, Senior Wealth Advisor25-50%2023
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Legacy Edge Advisors, LLC manage?

Legacy Edge Advisors, LLC reports $896.2 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Edge Advisors, LLC have?

Legacy Edge Advisors, LLC reports 14 employees.

Where is Legacy Edge Advisors, LLC located?

Legacy Edge Advisors, LLC is based in Syosset, NY and has been SEC-registered since 2024.

Does Legacy Edge Advisors, LLC disclose fund performance?

Legacy Edge Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address485 Underhill Blvd., Suite 100, Syosset, NY 11791
Phone516-447-4200
FaxN/A
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$896.2M
Non-discretionary$0
Total (RAUM)$896.2M