Investment adviser · CRD 162171

LEGACY CAPITAL MANAGEMENT, LLC

Exempt reporting adviser (ERA)

Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.

LYNDHURST, OH, United States · Form ADV filed Mar 4, 2024

Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →

Private funds & service providers

5 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.

LEGACY CAPITAL PARTNERS FUND V LPReal Estate Fund · Last reported Mar 4, 2024$16.9MGross asset value

Form D fundraising filings

Legacy Capital Partners Fund V LP

Auditor COHEN AND COMPANY CLEVELAND, Ohio, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-7012910730
Reported beneficial owners
51
Minimum commitment
$500K
Form D file number
021-299284

Form ADV 1837190 · Mar 4, 2024 · 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.

LEGACY CAPITAL PARTNERS FUND I LPReal Estate Fund · Last reported Mar 4, 2024$6.3MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-1619702733
Reported beneficial owners
58
Minimum commitment
$500K
Form D file number
021-71484

Form ADV 1837190 · Mar 4, 2024 · 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.

LEGACY CAPITAL PARTNERS FUND II LPReal Estate Fund · Last reported Mar 30, 2020$3.02MGross asset value

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-5527159386
Reported beneficial owners
55
Minimum commitment
$500K
Form D file number
021-113056

Form ADV 1407463 · Mar 30, 2020 · 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.

LEGACY CAPITAL PARTNERS FUND III LPReal Estate Fund · Last reported Mar 30, 2020$0Gross asset value

Form D fundraising filings

Legacy Capital Partners Fund III

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-9216186140
Reported beneficial owners
34
Minimum commitment
$250K
Form D file number
021-161970

Form ADV 1407463 · Mar 30, 2020 · 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.

LEGACY CAPITAL PARTNERS FUND IV LPReal Estate Fund · Last reported Feb 22, 2022$0Gross asset value

Form D fundraising filings

Legacy Capital Partners Fund IV LP

No provider names available in this fund's imported disclosure.

Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
No
External marketing
No
Fund details & source
Fund ID
805-8772589957
Reported beneficial owners
63
Minimum commitment
$500K
Form D file number
021-299278

Form ADV 1608012 · Feb 22, 2022 · 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: Mar 4, 2024. View historical filings

Reported services

Not reported in these imported fields

Compensation

Not reported in these imported fields

Principal office

25333 CEDAR ROAD, SUITE 300
LYNDHURST, OH, 44124, United States

CRD 162171

Filing source

Form ADV 1837190 · Mar 4, 2024 · 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.