Data / Investment advisers / New York / New Legacy Group, LLC
New Legacy Group, LLC, New York, NY: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
New Legacy Group, LLC is an SEC registered investment adviser with its main office in New York, New York and reports $1.3 billion in regulatory assets under management in its Form ADV filed June 30, 2026. Its clients include pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 29 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 160969
- SEC file number
- 801-74446
- SEC status
- Approved, effective March 21, 2012
- Main office
- 575 Madison Ave Suite 1400, New York, NY 10022
- Phone
- (212) 616-8020
- Regulatory AUM
- $1,283,689,220 in the Form ADV filed June 30, 2026
- Discretionary AUM
- $1,283,689,220
- Accounts
- 38
- Employees
- 17, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 29: 25 other private funds, 3 venture capital funds, 1 hedge fund
- Gross assets of private funds
- $1,203,282,876
- Umbrella registration
- 31 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 30, 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 |
|---|---|---|
| Pooled investment vehicles | 31 | $1.15 billion |
| High net worth individuals | 7 | $137.1 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 | $1.28 billion | March 27, 2026 |
| December 1, 2025 | $707.9 million | October 31, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sagewind Capital LLC | New York | $1.30 billion | 12 | adviserinfo.sec.gov |
| Sio Capital Management, LLC | New York | $1.29 billion | 2 | adviserinfo.sec.gov |
| Academy Asset Management | New York | $1.29 billion | Not listed | adviserinfo.sec.gov |
| Wahed | New York | $1.29 billion | Not listed | adviserinfo.sec.gov |
| Obsidian Cio LLC | New York | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Sagehall Management LP | New York | $1.27 billion | Not listed | adviserinfo.sec.gov |
| Greenlight Masters, LLC | New York | $1.27 billion | 6 | adviserinfo.sec.gov |
| Madison River Capital LLC | New York | $1.26 billion | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- New Legacy Group, 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.