Investment adviser · CRD 159473
LEGACY PARTNERS, LLC
Investment adviser filing (IA)
LOS ANGELES, CA, United States · Form ADV filed Jan 29, 2026
- Regulatory AUM
- $778M Form ADV · Item 5.F
- Client accounts
- 9 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 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 |
|---|---|---|---|
| Pooled investment vehicles | 9 | $777,914,505 | 100.0% |
Filing source
Form ADV 2045571 · Jan 29, 2026 · 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
9 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.
LEGACY CAPITAL III, L.P.Private Equity Fund · Last reported Jan 29, 2026$330MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
Fund details & source
- Fund ID
- 805-3719870373
- Reported beneficial owners
- 296
- Minimum commitment
- $250K
- Form D file number
- 021-278747
Form ADV 2045571 · Jan 29, 2026 · 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 HARMONY INVESTMENT PARTNERSHIP, L.P.Private Equity Fund · Last reported Jan 29, 2026$125MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
STIFEL, NICOLAUS & COMPANY, INCORPORATED
SEC 8-1447
Fund details & source
- Fund ID
- 805-6531148907
- Reported beneficial owners
- 2
- Minimum commitment
- $250K
Form ADV 2045571 · Jan 29, 2026 · 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.
AQUARIUS RAY, L.P.Private Equity Fund · Last reported Jan 29, 2026$101MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-4950222514
- Reported beneficial owners
- 4
- Minimum commitment
- $250K
Form ADV 2045571 · Jan 29, 2026 · 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.
LCI III, LLCPrivate Equity Fund · Last reported Jan 29, 2026$75MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-7796114341
- Reported beneficial owners
- 34
- Minimum commitment
- $50K
Form ADV 2045571 · Jan 29, 2026 · 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, L.P.Private Equity Fund · Last reported Jan 29, 2026$69.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
MORGAN STANLEY SMITH BARNEY LLC
SEC 8-68191
Fund details & source
- Fund ID
- 805-7765804479
- Reported beneficial owners
- 88
- Minimum commitment
- $250K
- Form D file number
- 021-163787
Form ADV 2045571 · Jan 29, 2026 · 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.
LCI II, LLCPrivate Equity Fund · Last reported Jan 29, 2026$63.7MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-3538713622
- Reported beneficial owners
- 35
- Minimum commitment
- $50K
Form ADV 2045571 · Jan 29, 2026 · 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 III-B, LLCPrivate Equity Fund · Last reported Jan 29, 2026$5.99MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-9324351399
- Reported beneficial owners
- 1
- Minimum commitment
- $100K
Form ADV 2045571 · Jan 29, 2026 · 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: Jan 29, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
1999 AVENUE OF THE STARS, SUITE 3150LOS ANGELES, CA, 90067, United States
CRD 159473
Filing source
Form ADV 2045571 · Jan 29, 2026 · 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.