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Legacy Investment Partners, LLC

● SEC registered since 2004CRD 133014SEC# 801-63567Overland Park, KS
Export (members)
Reg. AUM
$403.1M
Employees
4
Accounts
415
Location
Overland Park, KS

Legacy Investment Partners, LLC assets under management

Legacy Investment Partners, LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2004. It reports $403.1 million in regulatory assets under management and employs 4 people.
legacyip.comView on SEC.gov ↗

Legacy Investment Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Lawrence Baker ControlManaging MemberOver 75%2004
David Lawrence Baker ControlChief Compliance OfficerOver 75%2023

Frequently asked questions

How much does Legacy Investment Partners, LLC manage?

Legacy Investment Partners, LLC reports $403.1 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Investment Partners, LLC have?

Legacy Investment Partners, LLC reports 4 employees.

Where is Legacy Investment Partners, LLC located?

Legacy Investment Partners, LLC is based in Overland Park, KS and has been SEC-registered since 2004.

Does Legacy Investment Partners, LLC disclose fund performance?

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

Contact & registration

Address6240 West 135th Street, Suite 175, Overland Park, KS 66223
Phone913-696-1550
Fax913-696-1560
Office hours8:30 a.m. - 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$394M
Non-discretionary$9.1M
Total (RAUM)$403.1M