| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Legacy Capital III, L.P. | Private Equity | $156.5M | $250K |
| Legacy Harmony Investment Partnership, L.P. | Private Equity | $137.4M | $250K |
| Legacy Harmony, Ltd. | Private Equity | $133.4M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert I Choi Control | Managing Member | Over 75% | 2011 |
| Russell James Riopelle Control | Chief Compliance Officer | Under 5% | 2011 |
Legacy Partners, LLC reports $729.5 million in regulatory assets under management on its Form ADV.
Legacy Partners, LLC manages 4 private funds with combined gross assets of $483.2 million.
Legacy Partners, LLC reports 4 employees.
Legacy Partners, LLC is based in Los Angeles, CA and has been SEC-registered since 2011.
Legacy Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1999 Avenue of the Stars, Suite 3150, Los Angeles, CA 90067 |
| Phone | 424-777-0776 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1527186 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $504.2M |
| Non-discretionary | $225.3M |
| Total (RAUM) | $729.5M |