Investment adviser · CRD 105735
LEGACY CAPITAL PARTNERS, INC.
Investment adviser filing (IA)
MILWAUKEE, WI, United States · Form ADV filed Feb 23, 2022
- Regulatory AUM
- $494M Form ADV · Item 5.F
- Client accounts
- 192 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 94 | $377,004,101 | 76.4% |
| Individuals | 92 | $56,164,030 | 11.4% |
| Corporations & businesses | 3 | $55,393,464 | 11.2% |
| Charities | Fewer than 5 | $4,697,844 | 1.0% |
| Retirement plans | Fewer than 5 | $381,200 | 0.1% |
Filing source
Form ADV 1608542 · Feb 23, 2022 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 23, 2022. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1200 NORTH MAYFAIR ROAD, SUITE 360MILWAUKEE, WI, 53226-3282, United States
CRD 105735
Filing source
Form ADV 1608542 · Feb 23, 2022 · 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.