← Back to searchVisit website
NEW LEGACY GROUP, LLC
CRD 160969 · SEC 801-74446
575 MADISON AVE, SUITE 1400, NEW YORK, NY, 10022, United States
Phone
212-616-8020
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$1.28B
Team
15 total employees; 8 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $137.1M |
| Pooled investment vehicles | 31 | $1.15B |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD