Data / Investment advisers / Texas / Legacy Knight Mfo, LLC
Legacy Knight Mfo, LLC, Dallas, TX: $2.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Legacy Knight Mfo, LLC is an SEC registered investment adviser with its main office in Dallas, Texas and reports $2.8 billion in regulatory assets under management in its Form ADV filed May 14, 2026. Its clients include high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 33 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 305927
- SEC file number
- 801-121664
- SEC status
- Approved, effective June 30, 2021
- Main office
- 3001 Maple Avenue Suite 350, Dallas, TX 75201
- Phone
- (945) 536-5580
- Website
- legacyknight.com
- Regulatory AUM
- $2,846,356,708 in the Form ADV filed May 14, 2026
- Discretionary AUM
- $942,251,403
- Non discretionary AUM
- $1,904,105,305
- Accounts
- 53
- Employees
- 21, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 33: 27 private equity funds, 3 real estate funds, 2 other private funds, 1 securitized asset fund
- Gross assets of private funds
- $942,251,403
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $1.90 billion |
| Pooled investment vehicles | 33 | $942.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $2.85 billion | March 30, 2026 |
| December 1, 2025 | $2.20 billion | August 5, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Anson Funds Management LP | Dallas | $3.05 billion | 6 | adviserinfo.sec.gov |
| Paradigm Global Investors | Dallas | $3.03 billion | 1 | adviserinfo.sec.gov |
| Trinity Hunt Management, L.P. | Dallas | $2.99 billion | 10 | adviserinfo.sec.gov |
| NFJ Investment Group, LLC | Dallas | $2.98 billion | Not listed | adviserinfo.sec.gov |
| Canyon Partners Real Estate LLC | Dallas | $2.91 billion | 23 | adviserinfo.sec.gov |
| Nexpoint Asset Management, L.P. | Dallas | $2.76 billion | Not listed | adviserinfo.sec.gov |
| Turtle Creek Wealth Advisors, LLC | Dallas | $2.76 billion | 6 | adviserinfo.sec.gov |
| Hilltop Securities Inc. | Dallas | $2.51 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Legacy Knight Mfo, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.