Legacy Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$777,914,505
Total clients
0
Total advisors
2
of 4 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Legacy Partners, LLC manages a suite of unregistered pooled private equity vehicles — ten funds with approximately $778 million in discretionary assets — and does not provide advisory services to retail individual clients. The Funds invest primarily through commitments to private equity funds and related direct co‑investments rather than through separate individual advisory accounts.
The firm constructs diversified portfolios of Greater China‑focused private equity fund investments and co‑investments, emphasizing growth capital and opportunities tied to privatizations of state‑owned enterprises. Legacy continuously monitors underlying managers, participates in advisory or oversight roles for fund investments, and provides regular quarterly and annual reporting with third‑party administration and audited financial statements.
Compared with many peers, Legacy operates with a small investment team and a relatively large pooled‑vehicle platform, and it uses an umbrella registration structure whereby a related private fund adviser relies on the firm’s SEC registration. The firm’s practice of receiving performance‑based carried interest, occasionally engaging placement agents for capital raising, and being deemed to have custody of fund assets are operational features that differentiate it from many other investment managers.
Client services
Expertise
Fee options
Performance-based fee in the form of carried interest, typically paid only after return of capital and hurdle rate to investors, as detailed in partnership agreements.
Main office location
Legacy Partners, LLC
1999 Avenue Of The Stars, Suite 3150
Los Angeles CA 90067, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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