Legacy Partners, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 159473
- Registered since
- October 28, 2011
- Website
- www.legacy88.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Legacy Partners, LLC is an SEC-registered limited liability company that operates as a private equity fund manager. The firm, registered in 2011 and owned by an individual, primarily serves institutional clients and functions as sponsor/GP and managing member of pooled investment vehicles. Its advisory activity is focused on portfolio management for those pooled vehicles rather than on separate-account wealth management. Compensation is a mix of asset-based fees and performance-based fees. FINTRX flags the firm as not an active ESG investor and not a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1999 Avenue Of The Stars
- Time zone
- PT (UTC-8)
- Office locations
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