9AT: LEGGETT VENTURES

LEGGETT VENTURES

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As of Date	09/17/2026
Websites

AUM^*
of that, discretionary
Number of Employees	5 100%
of those in investment advisory functions	1 100%
Private Fund GAV^*	350,275,107 76%
SMA’s	No
Private Funds	20

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

- Portfolio management for pooled investment vehicles

- A percentage of assets under your management
- Performance-based fees

1 1 1 1

2023 2024 2025 2026

Discretionary

Non-discretionary

GAV Count

	Count	GAV
{{ TypeColumnLabel }} {{ item.FundType }}	Count{{ formatCount(item.FundsCount) }}	GAV{{ formatGAV(item.AUM) }}

Pie Radar

GAV Count

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Adviser	City, State	AUM	Employees	SMA’s	Private Funds
ERA {{c.Name}}	City, State{{c.City}}, {{c.State}}, {{c.Country}}	AUM{{ c.AUM \| formatUSD }}	Employees{{ c.Employees \| formatNumber }}	SMA’sYES	SMA’sNO	Private Funds{{ c.PrivateFundsCount \| formatNumber }}