Investment adviser · CRD 160969
NEW LEGACY GROUP, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $1.28B Form ADV · Item 5.F
- Client accounts
- 38 Accounts, not individual clients
- Employees
- 17 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 |
|---|---|---|---|
| Pooled investment vehicles | 31 | $1,146,552,015 | 89.3% |
| High-net-worth individuals | 7 | $137,137,205 | 10.7% |
Filing source
Form ADV 2102109 · Jun 30, 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
44 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.
NL RIDE, LLCOther Private Fund · Last reported Jun 30, 2026$40.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-8299116172
- Reported beneficial owners
- 2
- Minimum commitment
- $2.27M
Form ADV 2102109 · Jun 30, 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.
CARDINAL INVESTMENT FUND, LLCOther Private Fund · Last reported Jun 30, 2026$31.6MGross asset value
Feeder funds
- NL RAVEN, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-6577778802
- Reported beneficial owners
- 11
- Minimum commitment
- $50K
Form ADV 2102109 · Jun 30, 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.
NL CRANE, LLCOther Private Fund · Last reported Jun 30, 2026$22.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-9328064610
- Reported beneficial owners
- 8
- Minimum commitment
- $50K
Form ADV 2102109 · Jun 30, 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.
NEW LEGACY OWL, LLCOther Private Fund · Last reported Jun 30, 2026$21.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-2298013208
- Reported beneficial owners
- 36
- Minimum commitment
- $25K
Form ADV 2102109 · Jun 30, 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.
NEW LEGACY STARLING, LPHedge Fund · Last reported Jun 30, 2026$13MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
INTERACTIVE BROKERS LLC
SEC 8-47257
INTERACTIVE BROKERS LLC
CRD 36418 · SEC 8-47257
Fund details & source
- Fund ID
- 805-2216101852
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
- Form D file number
- 021-562287
Form ADV 2102109 · Jun 30, 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.
NEW LEGACY BLUE JAY, LLCOther Private Fund · Last reported Jun 30, 2026$12.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-3734411626
- Reported beneficial owners
- 16
- Minimum commitment
- $20K
Form ADV 2102109 · Jun 30, 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.
SYNO VENTURES MASTER FUND, LPVenture Capital Fund · Last reported Jun 30, 2026$11.4MGross asset value
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-2283412431
- Reported beneficial owners
- 6
- Minimum commitment
- $1M
- Form D file number
- 021-235351
- Form D file number
- 021-235355
Form ADV 2102109 · Jun 30, 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: Jun 30, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
575 MADISON AVE, SUITE 1400NEW YORK, NY, 10022, United States
CRD 160969
Filing source
Form ADV 2102109 · Jun 30, 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.