LEGACY PARTNERS, LLC other names

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Adviser Profile

As of Date:

02/08/2024

Adviser Type:

- Large advisory firm

Number of Employees:

4

of those in investment advisory functions:

3

Registration:

SEC, Approved, 10/28/2011

AUM:

745,169,802 -5.81%

of that, discretionary:

511,694,634 -6.44%

Private Fund GAV:

373,784,404 -32.72%

Avg Account Size:

82,796,645 -5.81%

SMA’s:

NO

Private Funds:

4

Contact Info

424 xxxxxxx

Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
768M 658M 549M 439M 329M 219M 110M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

KBS Legacy Partners Apartment REIT Appoints W. Dean Henry as CEO
04/02/2021

Newport Beach, Calif.—W. Dean Henry, a 40-year multifamily industry veteran, has been appointed CEO of KBS Legacy Partners Apartment REIT. This is a non-traded REIT co-sponsored by KBS Capital ...

multihousingnews.com

Kudu Investment Management Closes New $300 Million Credit Facility With MassMutual
03/31/2021

Kudu provides long-term capital solutions—including generational ownership transfers, management buyouts, acquisition and growth finance, as well as liquidity for legacy partners—to asset and ...

Yahoo Finance

Legacy Partners Residential Realty
03/28/2021

We're not asking for your money. This is not a step towards a paywall. Our news is free and we intend to keep it that way.

bisnow.com

Legacy Partners Completes Luxury CA Community
03/16/2021

Foster City, Calif.-based real estate firm Legacy Partners has unveiled 580 Anton, a new luxury apartment community in Costa Mesa, Calif. The five-story, 250-unit property offers a blend of studio ...

multihousingnews.com

Legacy Partners with The Operation Baby Foundation in Support of Military Family Infertility
03/09/2021

BOSTON, March 9, 2021 /PRNewswire/ -- Legacy (YC S'19), the premier digital fertility clinic for men, today announced a new partnership with The Operation Baby Foundation, a 501(c)(3) nonprofit ...

wfmz.com

Honens Announces Postponement Of 2021 Competition
03/03/2021

The Legacy Partners Endowment Fund enables Honens to provide wide-reaching programming through its annual festival and other enriching community education and outreach initiatives. Be first to get ...

broadwayworld.com


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 4 $373,784,404

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Private Funds



Employees




Brochure Summary

Overview

A. Description of the Advisory Firm Legacy Partners, LLC (“Legacy”) is a Delaware LLC formed on August 25, 2014, with its principal place of business in Los Angeles, California. Legacy was previously known as Legacy Partners Ltd., an exempted limited liability company organized in the Cayman Islands, and it has been an SEC-registered investment adviser since 2011. In August 2014, Legacy Partners Ltd. was re-domiciled to the State of Delaware and renamed Legacy Partners, LLC. Control personnel remained the same. The RIA has been in continuous operation since October 2011 and the principal owner is Robert Choi. Legacy’s registration with the SEC does not imply a certain level of skill or training. B. Types of Advisory Services Legacy provides investment management services primarily related to investments in Greater China. Currently, Legacy provides these services to three funds: (i) Legacy Capital, L.P.; (ii) Legacy Harmony, Ltd.; and (iii) Legacy Capital III, L.P.(the “Funds”); which invest in private equity funds and direct co-investments. Legacy also provides investment management services for certain non-discretionary assets it manages. Private Equity Fund of Funds and Co-Investments Advisor Legacy provides continuous advice and management to the Funds, through research and analysis of various private equity investment opportunities in Greater China. In addition, it monitors the performance
of the Funds and serves as Investment Manager of the Funds. Legacy does not and will not hold itself out to the general public as an investment adviser, financial planner, or any other service provider. Legacy evaluates investments the Funds may pursue based on the goals of each of the Funds, the investment time horizon of the Funds, risk tolerance levels, as well as other factors. Services Limited to Specific Types of Investments Legacy generally limits its investment advice to Greater China-focused private equity investments. Legacy may pursue other investment opportunities to diversify the Funds’ portfolios in accordance with the goals and restrictions of each of the Funds. C. Client Tailored Services and Client Imposed Restrictions Legacy tailors its services to the Funds. Pursuant to the Funds’ operating and partnership agreements, the Funds are restricted from investing in certain securities or types of securities. D. Wrap Fee Programs A wrap fee program is an investment program in which the investor pays one stated fee that includes management fees, transaction costs, fund expenses, or any other administrative fees. Legacy DOES NOT participate in any wrap fee programs. E. Amounts Under Management Legacy has the following assets under management: Discretionary Amounts: Non-discretionary Amounts: Date Calculated: $ 546,920,480.00 $ 244,217,762.00 December 2022