New Legacy Group, LLC
● SEC registered since 2012CRD 160969SEC# 801-74446New York, NY
Ranks #2,704 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.28B
Fund GAV
$1.2B
Private funds
29
Employees
17
Accounts
38
Location
New York, NY
New Legacy Group, LLC assets under management
New Legacy Group, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2012. It reports $1.3 billion in regulatory assets under management and employs 17 people. New Legacy Group, LLC manages 29 private funds with combined gross assets of $1.2 billion, including New Legacy Sparrow, LLC. By regulatory assets, it ranks 2,704 of 6,004 private fund managers.
New Legacy Group, LLC private funds
29 funds · $1.2B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| New Legacy Sparrow, LLC | Other Private | $327.5M | $25K |
| Nl Raven II, LLC | Other Private | $196.9M | $10K |
| New Legacy Matrix Niche Strategies, LLC | Other Private | $159.5M | $100K |
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Join to unlock · $37/moNew Legacy Group, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 8-8 Agjw Holdings, LLC Control | Member | Over 75% | 2025 |
| Albert John Petrole | Director Of Investments & Family Office Operations | Under 5% | 2025 |
| Alexander James Leonard | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does New Legacy Group, LLC manage?
New Legacy Group, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many private funds does New Legacy Group, LLC manage?
New Legacy Group, LLC manages 29 private funds with combined gross assets of $1.2 billion.
How many employees does New Legacy Group, LLC have?
New Legacy Group, LLC reports 17 employees.
Where is New Legacy Group, LLC located?
New Legacy Group, LLC is based in New York, NY and has been SEC-registered since 2012.
Does New Legacy Group, LLC disclose fund performance?
New Legacy Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 575 Madison Ave, Suite 1400, New York, NY 10022 |
| Phone | (212) 616-8020 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1908065 |
| Umbrella registration | Yes |
| Discloses disciplinary history | No |
Regulatory AUM
$1.28B▲ 189%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
AUM vs fund managersTop 45%
Larger than 55% of 6,004 private-fund managers
Number of fundsTop 8%
More funds than 92% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$1.28Bregulatory AUM
Discretionary $1.28B
Fund type mix
Other Private25
Venture Capital3
Hedge1
Service providers
Auditor
Prime broker
Custodian
Administrator