PPrivate Fund Data Log in Join · $37/mo

Legacy Investment Solutions, LLC

● SEC registered since 2022CRD 322695SEC# 801-126757Meridian, ID
Export (members)
Reg. AUM
$240.3M
Employees
15
Accounts
3,664
Location
Meridian, ID

Legacy Investment Solutions, LLC assets under management

Legacy Investment Solutions, LLC is a registered investment adviser overseen by the SEC based in Meridian, ID. The firm has been registered since 2022. It reports $240.3 million in regulatory assets under management and employs 15 people.
www.legacy-is.comView on SEC.gov ↗

Legacy Investment Solutions, LLC owners & executives

8 reported
NameTitleOwnershipSince
Andy Albert Rad ControlChief Investment OfficerUnder 5%2022
Jefferson Hunt WestChief Compliance OfficerUnder 5%2023
Legacy Investment Solutions Holdings, LLC ControlOwnerOver 75%2023
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Legacy Investment Solutions, LLC manage?

Legacy Investment Solutions, LLC reports $240.3 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Investment Solutions, LLC have?

Legacy Investment Solutions, LLC reports 15 employees.

Where is Legacy Investment Solutions, LLC located?

Legacy Investment Solutions, LLC is based in Meridian, ID and has been SEC-registered since 2022.

Does Legacy Investment Solutions, LLC disclose fund performance?

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

Contact & registration

Address851 N Hickory Street Suite 100, Meridian, ID 83642
Phone208-925-0006
Office hours8a.m.-5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2044858
Discloses disciplinary historyYes

Assets under management

Discretionary$240.3M
Non-discretionary$0
Total (RAUM)$240.3M