NEW LEGACY GROUP, LLC

Overview

New Legacy Group, LLC operates as an independent registered adviser that also functions as a capital allocator and sponsor of pooled vehicles. The firm blends traditional public-market exposure with a material allocation to third‑party and internally sponsored private funds. Its client base combines high‑net‑worth individuals and families with institutional investors, and advisory services include discretionary portfolio management for individuals and pooled vehicles, in addition to selecting external managers. Investment activity shows a clear tilt toward private and alternative investments alongside liquid ETF exposure. The firm charges both a percentage-of-AUM fee and performance-based fees, which aligns with its role as manager and sponsor of private funds. Business activities indicate CPO/CTA involvement and active roles as sponsor, general partner or managing member for pooled investment vehicles, suggesting an operational approach to private fund creation and oversight rather than simply acting as a distributor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices