J & M LEGACY ADVISORS LLC
CRD #329190 SEC #801-129871 LAKEWOOD, CO 720-635-7092
SEC Registered Private Funds
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 9, 2024
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROLLINS, JAY, N | I | CEO | NA | Control |
| STEINBERG, MAREN, RUTH | I | CCO AND COO | NA | Control |
| DIASCUND CREEK CAPITAL LLC | DE | SHAREHOLDER | D | Control |
| DIASCUND CREEK CAPITAL LLC | DE | SHAREHOLDER | D | Control |
| JCR ADVISORS LLC | DE | SHAREHOLDER | D | Control |
| JCR ADVISORS LLC | DE | SHAREHOLDER | D | Control |
| ROLLINS, JAY, N | I | CEO | D | Control |
| STEINBERG, MAREN, RUTH | I | CCO AND COO | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ROLLINS, JAY, N | I | JCR ADVISORS LLC | E | Control |
| ROLLINS, JAY, N | I | JCR ADVISORS LLC | E | Control |
| STEINBERG, MAREN, RUTH | I | DIASCUND CREEK CAPITAL LLC | E | Control |
| STEINBERG, MAREN, RUTH | I | DIASCUND CREEK CAPITAL LLC | E | Control |
Registrations
Federal
IA
Mar 9, 2024 REGISTERED
Notice Filings (1)
CO
Address
12265 WEST BAYAUD AVENUESUITE 200
LAKEWOOD, CO 80228
United States
Phone: 720-635-7092