LEGACY PARTNERS, LLC

Overview

Legacy Partners, LLC is organized to operate and manage pooled private investment vehicles with a focus on private equity. The firm provides portfolio management for its funds and serves as sponsor, general partner and managing member on those vehicles, which indicates hands-on involvement in deal structuring and fund governance. Its client base is institutional, and its fee model combines a percentage-of-assets-under-management charge with performance-based fees, aligning the firm’s economics with fund performance. The adviser has been SEC-registered since 2011 and is structured as a limited liability company with individual ownership. It is not positioned as an active ESG investor, nor does it operate as a multi-state adviser or pension consultant based on the available classifications.

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Location & Offices