NEW LEGACY GROUP, LLC
CRD #160969 SEC #801-74446 NEW YORK, NY 212-616-8020
SEC Registered Private Funds
Total AUM
$707.9M
Discretionary
$694.2M
Employees
13
Clients
--
Accounts
41
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $707.9M | $694.2M | $13.7M | 13 | 0 |
| Aug 2025 | $707.9M | $694.2M | $13.7M | 13 | 0 |
| Mar 2025 | $707.9M | $694.2M | $13.7M | 13 | 0 |
| Feb 2025 | $444.6M | $433.7M | $10.9M | 14 | 0 |
| Dec 2024 | $444.6M | $433.7M | $10.9M | 14 | 0 |
| Mar 2024 | $444.6M | $433.7M | $10.9M | 14 | 0 |
| Aug 2023 | $357.2M | $348.9M | $8.3M | 14 | 0 |
| Apr 2023 | $356.8M | $348.5M | $8.3M | 14 | 0 |
| Mar 2023 | $356.8M | $348.5M | $8.3M | 14 | 0 |
| Jan 2023 | $816.2M | $812.1M | $4.1M | 12 | 0 |
| Jul 2022 | $816.2M | $812.1M | $4.1M | 12 | 0 |
| Mar 2022 | $816.2M | $812.1M | $4.1M | 12 | 0 |
| Jul 2021 | $400.5M | $397.2M | $3.3M | 12 | 0 |
| Mar 2021 | $400.5M | $397.2M | $3.3M | 12 | 0 |
| Jul 2020 | $214.5M | $214.2M | $299K | 9 | 0 |
| Jun 2020 | $214.5M | $214.2M | $299K | 9 | 0 |
| Mar 2020 | $214.5M | $214.2M | $299K | 9 | 0 |
| Sep 2019 | $216.3M | $216.3M | $0 | 10 | 0 |
| Mar 2019 | $216.3M | $216.3M | $0 | 10 | 0 |
| Jul 2018 | $211.9M | $211.9M | $0 | 7 | 0 |
| Mar 2018 | $211.9M | $211.9M | $0 | 7 | 0 |
| Mar 2017 | $217.7M | $216M | $1.7M | 7 | 11 |
| Mar 2016 | $203.9M | $190.4M | $13.5M | 6 | 11 |
| Nov 2015 | $191.8M | $178.1M | $13.7M | 6 | 11 |
| Mar 2015 | $191.8M | $178.1M | $13.7M | 6 | 11 |
| Mar 2014 | $144M | $130.8M | $13.1M | 6 | 11 |
| Apr 2013 | $65M | $65M | $0 | 2 | 1 |
| Jul 2012 | $65M | $65M | $0 | -- | 1 |
DateOct 2025
Total AUM$707.9M
Discretionary$694.2M
Non-Disc.$13.7M
Employees13
Clients0
DateAug 2025
Total AUM$707.9M
Discretionary$694.2M
Non-Disc.$13.7M
Employees13
Clients0
DateMar 2025
Total AUM$707.9M
Discretionary$694.2M
Non-Disc.$13.7M
Employees13
Clients0
DateFeb 2025
Total AUM$444.6M
Discretionary$433.7M
Non-Disc.$10.9M
Employees14
Clients0
DateDec 2024
Total AUM$444.6M
Discretionary$433.7M
Non-Disc.$10.9M
Employees14
Clients0
DateMar 2024
Total AUM$444.6M
Discretionary$433.7M
Non-Disc.$10.9M
Employees14
Clients0
DateAug 2023
Total AUM$357.2M
Discretionary$348.9M
Non-Disc.$8.3M
Employees14
Clients0
DateApr 2023
Total AUM$356.8M
Discretionary$348.5M
Non-Disc.$8.3M
Employees14
Clients0
DateMar 2023
Total AUM$356.8M
Discretionary$348.5M
Non-Disc.$8.3M
Employees14
Clients0
DateJan 2023
Total AUM$816.2M
Discretionary$812.1M
Non-Disc.$4.1M
Employees12
Clients0
DateJul 2022
Total AUM$816.2M
Discretionary$812.1M
Non-Disc.$4.1M
Employees12
Clients0
DateMar 2022
Total AUM$816.2M
Discretionary$812.1M
Non-Disc.$4.1M
Employees12
Clients0
DateJul 2021
Total AUM$400.5M
Discretionary$397.2M
Non-Disc.$3.3M
Employees12
Clients0
DateMar 2021
Total AUM$400.5M
Discretionary$397.2M
Non-Disc.$3.3M
Employees12
Clients0
DateJul 2020
Total AUM$214.5M
Discretionary$214.2M
Non-Disc.$299K
Employees9
Clients0
DateJun 2020
Total AUM$214.5M
Discretionary$214.2M
Non-Disc.$299K
Employees9
Clients0
DateMar 2020
Total AUM$214.5M
Discretionary$214.2M
Non-Disc.$299K
Employees9
Clients0
DateSep 2019
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$216.3M
Discretionary$216.3M
Non-Disc.$0
Employees10
Clients0
DateJul 2018
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$211.9M
Discretionary$211.9M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$217.7M
Discretionary$216M
Non-Disc.$1.7M
Employees7
Clients11
DateMar 2016
Total AUM$203.9M
Discretionary$190.4M
Non-Disc.$13.5M
Employees6
Clients11
DateNov 2015
Total AUM$191.8M
Discretionary$178.1M
Non-Disc.$13.7M
Employees6
Clients11
DateMar 2015
Total AUM$191.8M
Discretionary$178.1M
Non-Disc.$13.7M
Employees6
Clients11
DateMar 2014
Total AUM$144M
Discretionary$130.8M
Non-Disc.$13.1M
Employees6
Clients11
DateApr 2013
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees2
Clients1
DateJul 2012
Total AUM$65M
Discretionary$65M
Non-Disc.$0
Employees--
Clients1