| Name | Title | Ownership | Since |
|---|---|---|---|
| Hillview III, LLC Control | Shareholder | Over 75% | 2021 |
| Kristina Lynn Saperston Control | Chief Compliance Officer | Under 5% | 2018 |
| Kristina Lynn Saperston Control | President/Secretary | Under 5% | 2017 |
Saperston Legacy Advisors, Inc. reports $56.9 million in regulatory assets under management on its Form ADV.
Saperston Legacy Advisors, Inc. reports 3 employees.
Saperston Legacy Advisors, Inc. is based in Hamburg, NY and has been SEC-registered since 2021.
Saperston Legacy Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 172 Lake Street, Hamburg, NY 14075 |
| Phone | 716-649-9800 |
| Fax | 716-649-9875 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $49M |
| Non-discretionary | $7.9M |
| Total (RAUM) | $56.9M |