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
Client accounts: 38
Employees: 17
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client 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 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.

NEW LEGACY EMERGING MANAGER FUND, LPOther Private Fund · Last reported Mar 30, 2016$78KGross asset value

Form D fundraising filings

New Legacy Emerging Manager Fund, LP

Fund administrator COHEN & ASSOCIATES WESTPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK, LLP ROSELAND, New Jersey, United States

Custodian CITY NATIONAL BANK, NA NEW YORK, New York, 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: 805-5288849581
Reported beneficial owners: 6
Minimum commitment: $250K
Form D file number: 021-240773

Form ADV 990669 · Mar 30, 2016 · 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 MATRIX LITESPEED, LLCOther Private Fund · Last reported Jul 2, 2018$43.1KGross asset value

Fund administrator COHEN & ASSOCIATES WESTPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Marketer CAPITAL MANAGEMENT PARTNERS, INC. FAIRFIELD, Iowa, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

CAPITAL MANAGEMENT PARTNERS, INC.
CRD 21973 · SEC 8-39446

Fund details & source

Fund ID: 805-3309123663
Reported beneficial owners: 6
Minimum commitment: $50K

Form ADV 1224027 · Jul 2, 2018 · 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 RIVIAN IV, LLCOther Private Fund · Last reported Apr 7, 2023$25KGross asset value

Fund administrator OPUS FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor COHNREZNICK LLP ROSELAND, New Jersey, United States

Custodian FIRST REPUBLIC BANK 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

COHNREZNICK LLP
PCAOB 596

Fund details & source

Fund ID: 805-7489128491
Reported beneficial owners: 60
Minimum commitment: $0

Form ADV 1749959 · Apr 7, 2023 · 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 PIC, LLCOther Private Fund · Last reported Aug 23, 2023$23KGross asset value

Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-5402979912
Reported beneficial owners: 23
Minimum commitment: $30K

Form ADV 1773707 · Aug 23, 2023 · 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.

PLATART 2012-1, LLCOther Private Fund · Last reported Mar 30, 2016$21KGross asset value

Custodian CITY NATIONAL BANK, NA NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8747841102
Reported beneficial owners: 2
Minimum commitment: $50K

Form ADV 990669 · Mar 30, 2016 · 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 ZX SPV, LLCOther Private Fund · Last reported Aug 23, 2023$1KGross asset value

Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-5730587684
Reported beneficial owners: 27
Minimum commitment: $25K

Form ADV 1773707 · Aug 23, 2023 · 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 FAIR, LLCOther Private Fund · Last reported Aug 23, 2023$0Gross asset value

Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-3370555860
Reported beneficial owners: 3
Minimum commitment: $50K

Form ADV 1773707 · Aug 23, 2023 · 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 1400
NEW 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.