LEGACY PARTNERS, LLC
CRD #159473 SEC #801-72850 LOS ANGELES, CA 424-777-0776
SEC Registered Private Funds
Total AUM
$767.4M
Discretionary
$767.4M
Employees
4
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $767.4M | $767.4M | $0 | 4 | 0 |
| Feb 2025 | $729.5M | $504.2M | $225.3M | 4 | 0 |
| Feb 2024 | $745.2M | $511.7M | $233.5M | 4 | 0 |
| Mar 2023 | $791.1M | $546.9M | $244.2M | 4 | 0 |
| Feb 2022 | $1.1B | $719.4M | $332.7M | 4 | 0 |
| Mar 2021 | $1.1B | $768M | $338.9M | 4 | 0 |
| Feb 2020 | $1.1B | $733.5M | $320.9M | 4 | 0 |
| Mar 2019 | $995.7M | $586.9M | $408.9M | 4 | 0 |
| Mar 2018 | $986.6M | $588.8M | $397.9M | 4 | 0 |
| Jun 2017 | $902.6M | $509.7M | $392.9M | 4 | 1 |
| Mar 2017 | $902.6M | $509.7M | $392.9M | 4 | 1 |
| Mar 2016 | $749.5M | $432M | $317.5M | 4 | 1 |
| Jul 2015 | $755M | $338.4M | $416.6M | 4 | 1 |
| Mar 2015 | $755M | $338.4M | $416.6M | 4 | 1 |
| Sep 2014 | $287.3M | $287.3M | $0 | 4 | 1 |
| Mar 2014 | $175M | $175M | $0 | 4 | 1 |
| Mar 2013 | $134.1M | $134.1M | $0 | 2 | 1 |
| Mar 2012 | $105.2M | $105.2M | $0 | 1 | 0 |
| Feb 2012 | $101.6M | $101.6M | $0 | 1 | 0 |
DateOct 2025
Total AUM$767.4M
Discretionary$767.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$729.5M
Discretionary$504.2M
Non-Disc.$225.3M
Employees4
Clients0
DateFeb 2024
Total AUM$745.2M
Discretionary$511.7M
Non-Disc.$233.5M
Employees4
Clients0
DateMar 2023
Total AUM$791.1M
Discretionary$546.9M
Non-Disc.$244.2M
Employees4
Clients0
DateFeb 2022
Total AUM$1.1B
Discretionary$719.4M
Non-Disc.$332.7M
Employees4
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$768M
Non-Disc.$338.9M
Employees4
Clients0
DateFeb 2020
Total AUM$1.1B
Discretionary$733.5M
Non-Disc.$320.9M
Employees4
Clients0
DateMar 2019
Total AUM$995.7M
Discretionary$586.9M
Non-Disc.$408.9M
Employees4
Clients0
DateMar 2018
Total AUM$986.6M
Discretionary$588.8M
Non-Disc.$397.9M
Employees4
Clients0
DateJun 2017
Total AUM$902.6M
Discretionary$509.7M
Non-Disc.$392.9M
Employees4
Clients1
DateMar 2017
Total AUM$902.6M
Discretionary$509.7M
Non-Disc.$392.9M
Employees4
Clients1
DateMar 2016
Total AUM$749.5M
Discretionary$432M
Non-Disc.$317.5M
Employees4
Clients1
DateJul 2015
Total AUM$755M
Discretionary$338.4M
Non-Disc.$416.6M
Employees4
Clients1
DateMar 2015
Total AUM$755M
Discretionary$338.4M
Non-Disc.$416.6M
Employees4
Clients1
DateSep 2014
Total AUM$287.3M
Discretionary$287.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2014
Total AUM$175M
Discretionary$175M
Non-Disc.$0
Employees4
Clients1
DateMar 2013
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees2
Clients1
DateMar 2012
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees1
Clients0
DateFeb 2012
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees1
Clients0