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New Legacy Matrix Niche Strategies, LLC

Other Private FundFund ID 805-9732932105Delaware, United States
Gross assets
$159.5M
Min. investment
$100K
Beneficial owners
91
Size rank
Top 35%
Audited
Yes
Structure
Standalone

About this fund

New Legacy Matrix Niche Strategies, LLC is a other private fund managed by New Legacy Group, LLC. The fund reports $159.5 million in gross assets, placing it among the top 35% of private funds by size. The stated minimum investment is $100,000. Its financial statements are audited annually. Private funds are not required to publicly disclose returns; Form ADV reports assets, structure, and service providers, shown above.

Fund details

Fund ID805-9732932105
Fund typeOther Private Fund — FUND OF FUNDS
3(c)(1) exclusionYes
3(c)(7) exclusionNo
Master fundNo
Feeder fundNo
Fund of fundsYes
Relies on exemption from registrationYes
Annual auditYes
Prepared per GAAPYes
Sub-advisedNo
Sales limited to qualified investorsYes
% of assets independently valued100%

Other funds from this manager

FundTypeGross assets
New Legacy Sparrow, LLCOther Private$327.5M
Nl Raven II, LLCOther Private$196.9M
New Legacy Robin, LLCOther Private$83M
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Frequently asked questions

How large is New Legacy Matrix Niche Strategies, LLC?

New Legacy Matrix Niche Strategies, LLC reports $159.5 million in gross assets, among the top 35% of private funds by size.

What is the minimum investment for New Legacy Matrix Niche Strategies, LLC?

The stated minimum investment is $100,000.

Who manages New Legacy Matrix Niche Strategies, LLC?

New Legacy Matrix Niche Strategies, LLC is managed by New Legacy Group, LLC.

Does New Legacy Matrix Niche Strategies, LLC disclose returns?

No. Private funds are not required to publicly disclose performance. Form ADV reports assets, structure, and service providers.

Manager

Service providers

Prime broker
None reported
Administrator
Marketer

Reported gross assets

$159.5M▲ 95%
Feb '25 — $81.7MMar '25 — $105.5MApr '25 — $105.5MMay '25 — $105.5MJun '25 — $105.5MJul '25 — $105.5MAug '25 — $105.5MSep '25 — $105.5MOct '25 — $105.5MNov '25 — $105.5MDec '25 — $105.5MJan '26 — $105.5MFeb '26 — $105.5MMar '26 — $159.5MApr '26 — $159.5MMay '26 — $159.5MJun '26 — $159.5M
Feb '25Form ADV, monthlyJun '26

How this fund compares

Gross assetsTop 35%
Larger than 65% of 67,041 private funds
Gross assets vs Other Private FundsTop 31%
Larger than 69% of 8,892 other private funds
Minimum investmentTop 71%
Higher than 29% of funds reporting a minimum

Investor base

Adviser & related persons2%
Funds of funds16%
Non-U.S. persons15%
Share of the fund's beneficial ownership reported on Form ADV. Categories can overlap.