| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Legacy Venture VII, LLC | Venture Capital | $564.6M | $1M |
| Legacy Venture VIII, LLC | Venture Capital | $543.2M | $1M |
| Legacy Venture IX, LLC | Venture Capital | $472.9M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Ben Chung-Ming Choi Control | Managing Member | 25-50% | 2015 |
| Choi Family Trust Dated March 2, 2012 Control | Managing Member | 25-50% | 2015 |
| Kelli Ann Cullinane Control | Managing Member, Cco, And Cfo | 25-50% | 2012 |
Next Legacy Management, LLC reports $3.7 billion in regulatory assets under management on its Form ADV.
Next Legacy Management, LLC manages 41 private funds with combined gross assets of $3.7 billion.
Next Legacy Management, LLC reports 26 employees.
Next Legacy Management, LLC is based in Portola Valley, CA and has been SEC-registered since 2012.
Next Legacy Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3000 Alpine Rd, Portola Valley, CA 94028-7520 |
| Phone | 650-324-5980 |
| Office hours | 8:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $3.65B |
| Non-discretionary | $0 |
| Total (RAUM) | $3.65B |