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Legacy Road LLC

● SEC registered since 2025CRD 337654SEC# 801-134027
Export (members)
Reg. AUM
$117.2M
Employees
1
Accounts
4
Location

Legacy Road LLC assets under management

Legacy Road LLC operates as an SEC-registered investment adviser. The firm has been registered since 2025. It reports $117.2 million in regulatory assets under management and employs 1 people.

Legacy Road LLC owners & executives

1 reported
NameTitleOwnershipSince
Laurence Boyd Richards ControlManaging Member, Ceo & CcoOver 75%2011

Frequently asked questions

How much does Legacy Road LLC manage?

Legacy Road LLC reports $117.2 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Road LLC have?

Legacy Road LLC reports 1 employees.

Does Legacy Road LLC disclose fund performance?

Legacy Road LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone917-626-1042
Office hours9a.m. - 4p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Regulatory AUM

$117.2M▼ 3%
Nov '25 — $121.4MDec '25 — $121.4MJan '26 — $121.4MFeb '26 — $121.4MMar '26 — $117.2MApr '26 — $117.2MMay '26 — $117.2MJun '26 — $117.2M
Nov '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers

Assets under management

$117.2Mregulatory AUM
Discretionary $1.6MNon-discretionary $115.5M