NEXT LEGACY MANAGEMENT, LLC

CRD #156640 SEC #801-73561 PORTOLA VALLEY, CA 650-324-5980

SEC Registered Private Funds

Total AUM

$3.7B

Discretionary

$3.7B

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 13, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, DIRECTOR OF FINANCE	NA	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER	NA	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER	NA	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, DIRECTOR OF FINANCE	NA	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER	NA	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER	NA	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER	NA	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER	NA	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	NA	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	NA	Control
HUNT, YVONNE, CECELIA	I	CHIEF PHILANTHROPY OFFICER	NA	Control
HUNT, YVONNE, CECELIA	I	CHIEF PHILANTHROPY OFFICER	NA	Control
HUNT, YVONNE, CECELIA	I	CHIEF PHILANTHROPY OFFICER	NA	Control
HUNT, YVONNE, CECELIA	I	CHIEF PHILANTHROPY OFFICER	NA	Control
TAYLOR, LANCE, RILEY	I	CHIEF FINANCIAL OFFICER	NA	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI FAMILY TRUST DATED MARCH 2, 2012	DE	MANAGING MEMBER	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER	C	Control
CHOI, BEN, CHUNG-MING	I	MANAGING MEMBER	C	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	MANAGING MEMBER, CCO, CFO AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	MANAGING MEMBER, CCO, CFO AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	MANAGING MEMBER, CCO, CFO AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	MANAGING MEMBER, CCO, CFO AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	MANAGING MEMBER, CCO, CFO AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019	C	Control
CULLINANE, KELLI, ANN	I	MANAGING MEMBER, CCO, AND CFO	C	Control
CULLINANE, KELLI, ANN	I	MANAGING MEMBER, CCO, AND CFO	C	Control
EYRE, CHRIS, ALLAN	I	MANAGING MEMBER	C	Control
EYRE, CHRIS, ALLAN	I	MANAGING MEMBER	C	Control
EYRE, CHRIS, ALLAN	I	MANAGING MEMBER	C	Control
EYRE, CHRIS, ALLAN	I	MANAGING MEMBER	C	Control
HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	DE	MANAGING MEMBER	C	Control
HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	DE	MANAGING MEMBER	C	Control
HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	DE	MANAGING MEMBER	C	Control
HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	DE	MANAGING MEMBER	C	Control
HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	DE	MANAGING MEMBER	C	Control
HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	DE	MANAGING MEMBER	C	Control
HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	DE	MANAGING MEMBER	C	Control
HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	DE	MANAGING MEMBER	C	Control
HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	DE	MANAGING MEMBER	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	C	Control
HALL, RUSSELL, BRUCE	I	MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER AND TRUSTEE OF THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER AND TRUSTEE OF THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER AND TRUSTEE OF THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER AND TRUSTEE OF THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER AND TRUSTEE OF THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	C	Control
MARTY, ALAN, WAYNE	I	MANAGING MEMBER AND TRUSTEE OF THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	C	Control
NECE FAMILY TRUST	DE	MANAGING MEMBER	C	Control
NECE FAMILY TRUST	DE	MANAGING MEMBER	C	Control
NECE FAMILY TRUST	DE	MANAGING MEMBER	C	Control
NECE FAMILY TRUST	DE	MANAGING MEMBER	C	Control
NECE, RYAN, C	I	TRUSTEE OF THE NECE FAMILY TRUST	C	Control
NECE, RYAN, C	I	TRUSTEE OF THE NECE FAMILY TRUST	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE CULLINANE FAMILY TRUST DATED MARCH, 15, 2019	DE	MANAGING MEMBER	C	Control
THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	DE	MANAGING MEMBER	C	Control
THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	DE	MANAGING MEMBER	C	Control
THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	DE	MANAGING MEMBER	C	Control
THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	DE	MANAGING MEMBER	C	Control
THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	DE	MANAGING MEMBER	C	Control
THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012	DE	MANAGING MEMBER	C	Control

Registrations

Federal

Aug 13, 2025 REGISTERED

Notice Filings (1)

Address

3000 ALPINE RD
PORTOLA VALLEY, CA 94028-7520
United States

Phone: 650-324-5980