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LEGACY PARTNERS, LLC
CRD 159473 · SEC 801-72850
1999 AVENUE OF THE STARS, SUITE 3150, LOS ANGELES, CA, 90067, United States
Phone
424-777-0776
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$777.9M
Discretionary AUM
$777.9M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 9 | $777.9M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD