Investment adviser · CRD 106823

LEGACY CAPITAL MANAGEMENT INC

Investment adviser filing (IA)

ROSEVILLE, CA, United States · Form ADV filed Apr 17, 2013

Regulatory AUM
$38.7M
Form ADV · Item 5.F
Client accounts
74
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

1 Private fund

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

LEGACY TACTICAL RETURN FUND IHedge Fund · Last reported Jun 21, 2012$3.94MGross asset value

Form D fundraising filings

Legacy Tactical Return Fund I, LP

Fund administrator NAV CONSULTING OAK BROOK, Illinois, United States Investor statements: No (provided to no investors) Related to adviser: No
Auditor ROTHSTEIN KASS, INC. SAN FRANCISCO, California, United States
Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No
Fund details & source
Fund ID
805-9188308716
Reported beneficial owners
21
Minimum commitment
$100K
Form D file number
021-113946

Form ADV 645682 · Jun 21, 2012 · 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: Apr 17, 2013. View historical filings

Reported services

Individual portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets

Principal office

3741 DOUGLAS BLVD, STE 320
ROSEVILLE, CA, 95661, United States

CRD 106823

Filing source

Form ADV 731193 · Apr 17, 2013 · 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.