Investment adviser · CRD 141329

LEGACY ADVISORY GROUP

Investment adviser filing (IA)

LEGACY ADVISORY GROUP LLC

OVERLAND PARK, KS, United States · Form ADV filed Oct 7, 2016

Regulatory AUM
$103M
Form ADV · Item 5.F
Client accounts
467
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

4 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LWCVenture Capital Fund · Last reported Oct 7, 2016$1.02MGross asset value
Custodian MAINSTAR TRUST ONAGA, Kansas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-6769056648
Reported beneficial owners
7
Minimum commitment
$0

Form ADV 1044443 · Oct 7, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LTVVenture Capital Fund · Last reported Oct 7, 2016$330KGross asset value
Custodian MAINSTAR TRUST ONAGA, Kansas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5203746509
Reported beneficial owners
8
Minimum commitment
$0

Form ADV 1044443 · Oct 7, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LLLVenture Capital Fund · Last reported Oct 7, 2016$280KGross asset value
Custodian MAINSTAR TRUST ONAGA, Kansas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9038845342
Reported beneficial owners
5
Minimum commitment
$0

Form ADV 1044443 · Oct 7, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LDLVenture Capital Fund · Last reported Oct 7, 2016$275KGross asset value
Custodian MAINSTAR TRUST ONAGA, Kansas, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8864043795
Reported beneficial owners
3
Minimum commitment
$0

Form ADV 1044443 · Oct 7, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Oct 7, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

7111 W. 98TH TERRACE, SUITE 110
OVERLAND PARK, KS, 66212, United States

CRD 141329

Filing source

Form ADV 1044443 · Oct 7, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.