| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| New Legacy Sparrow, LLC | Other Private | $147.9M | $25K |
| New Legacy Matrix Niche Strategies, LLC | Other Private | $105.5M | $100K |
| Nl Raven II, LLC | Other Private | $61.6M | $10K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| 2012 Weilgus Family Delaware Trust Control | Member | 50-75% | 2012 |
| Adam Lee Geiger Control | President & Chief Investment Officer | 50-75% | 2009 |
| Alexander James Leonard | Chief Compliance Officer | Under 5% | 2025 |
New Legacy Group, LLC reports $707.9 million in regulatory assets under management on its Form ADV.
New Legacy Group, LLC manages 25 private funds with combined gross assets of $570.4 million.
New Legacy Group, LLC reports 13 employees.
New Legacy Group, LLC is based in New York, NY and has been SEC-registered since 2012.
New Legacy Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 575 Madison Ave, Suite 1400, New York, NY 10022 |
| Phone | (212) 616-8020 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1908065 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
| Discretionary | $694.2M |
| Non-discretionary | $13.7M |
| Total (RAUM) | $707.9M |