Legacy Partners, LLC
● SEC registered since 2011CRD 159473SEC# 801-72850Los Angeles, CA
Ranks #3,325 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$777.9M
Fund GAV
$902.7M
Private funds
10
Employees
4
Accounts
9
Location
Los Angeles, CA
Legacy Partners, LLC assets under management
Legacy Partners, LLC is an investment advisory firm registered with the SEC based in Los Angeles, CA. The firm has been registered since 2011. It reports $777.9 million in regulatory assets under management and employs 4 people. Legacy Partners, LLC manages 10 private funds with combined gross assets of $902.7 million, including Legacy Capital III, L.P. By regulatory assets, it ranks 3,325 of 6,004 private fund managers.
Legacy Partners, LLC private funds
10 funds · $902.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Legacy Capital III, L.P. | Private Equity | $329.6M | $250K |
| Legacy Harmony, Ltd. | Private Equity | $124.8M | $250K |
| Legacy Harmony Investment Partnership, L.P. | Private Equity | $124.5M | $250K |
See all 10 funds — unlock the full record.
Join to unlock · $37/moLegacy Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Greig D Saggers Control | President | Under 5% | 2017 |
| Robert I Choi Control | Managing Member | Over 75% | 2011 |
| Russell James Riopelle Control | Chief Compliance Officer | Under 5% | 2011 |
Frequently asked questions
How much does Legacy Partners, LLC manage?
Legacy Partners, LLC reports $777.9 million in regulatory assets under management on its Form ADV.
How many private funds does Legacy Partners, LLC manage?
Legacy Partners, LLC manages 10 private funds with combined gross assets of $902.7 million.
How many employees does Legacy Partners, LLC have?
Legacy Partners, LLC reports 4 employees.
Where is Legacy Partners, LLC located?
Legacy Partners, LLC is based in Los Angeles, CA and has been SEC-registered since 2011.
Does Legacy Partners, LLC disclose fund performance?
Legacy Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1999 Avenue of the Stars, Suite 3150, Los Angeles, CA 90067 |
| Phone | 424-777-0776 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1527186 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$777.9M▲ 7%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
AUM vs fund managersTop 55%
Larger than 45% of 6,004 private-fund managers
Number of fundsTop 25%
More funds than 75% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$777.9Mregulatory AUM
Discretionary $777.9M
Service providers
Auditor
Custodian
Administrator