Legacy Investment Partners, LLC
● SEC registered since 2004CRD 133014SEC# 801-63567Overland Park, KS
Reg. AUM
$403.1M
Employees
4
Accounts
415
Location
Overland Park, KS
Legacy Investment Partners, LLC assets under management
Legacy Investment Partners, LLC operates as an SEC-registered investment adviser based in Overland Park, KS. The firm has been registered since 2004. It reports $403.1 million in regulatory assets under management and employs 4 people.
Legacy Investment Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lawrence Baker Control | Chief Compliance Officer | Over 75% | 2023 |
| David Lawrence Baker Control | Managing Member | Over 75% | 2004 |
Frequently asked questions
How much does Legacy Investment Partners, LLC manage?
Legacy Investment Partners, LLC reports $403.1 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Investment Partners, LLC have?
Legacy Investment Partners, LLC reports 4 employees.
Where is Legacy Investment Partners, LLC located?
Legacy Investment Partners, LLC is based in Overland Park, KS and has been SEC-registered since 2004.
Does Legacy Investment Partners, LLC disclose fund performance?
Legacy Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6240 West 135th Street, Suite 175, Overland Park, KS 66223 |
| Phone | 913-696-1550 |
| Fax | 913-696-1560 |
| Office hours | 8:30 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$403.1M▲ 27%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$403.1Mregulatory AUM
Discretionary $394MNon-discretionary $9.1M