# LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC

LEGACY PARTNERS INVESTMENT MANAGEMENT SERVICES,LLC of FOSTER CITY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 128408
- Type: SEC-registered investment adviser
- SEC file number: 801-62741
- Location: 4000 EAST THIRD AVENUE, 6TH FLOOR, FOSTER CITY, CA, 94404
- Phone: (650) 571-2200
- Latest filing: 2005-09-02
- Regulatory AUM: $490.6M
- Discretionary AUM: $33.9M
- Non-discretionary AUM: $456.8M
- Clients: 1
- Accounts: 4

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| [SMITH DAVID LYNN](https://search.stillhousedata.com/person/744823) | MEMBER OF INVESTMENT COMMITTEE OF THE MANAGING MEMBER LEGACY PARTNERS COMMERCIAL, LLC | — |
| [ROSSI RICHARD JOHN](https://search.stillhousedata.com/person/763627) | MEMBER OF INVESTMENT COMMITTEE OF THE MANAGING MEMBER LEGACY PARTNERS COMMERCIAL LLC | — |
| [MEYER VERNON JOSEPH](https://search.stillhousedata.com/person/785108) | CHIEF FINANCIAL OFFICER | — |
| [BUTCHER C PRESTON](https://search.stillhousedata.com/person/810462) | MEMBER OF INVESTMENT COMMITTEE OF THE MANAGING MEMBER LEGACY PARTNERS COMMERCIAL, LLC; TRUSTEE | — |
| [ROSSI GARY](https://search.stillhousedata.com/person/810463) | MEMBER OF INVESTMENT COMMITTEE OF THE MANAGING MEMBER LEGACY PARTNERS COMMERCIAL LLC | — |
| [DIRAIMONDO BARRY](https://search.stillhousedata.com/person/810464) | PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| [MEYER PAUL](https://search.stillhousedata.com/person/810465) | CHIEF FINANCIAL OFFICER | — |
| [GREER JOHN](https://search.stillhousedata.com/person/810466) | MEMBER OF INVESTMENT COMMITTEE OF THE MANAGING MEMBER LEGACY PARTNERS COMMERCIAL, LLC | — |
| [THRIFT E](https://search.stillhousedata.com/person/810467) | MEMBER OF INVESTMENT COMMITTEE OF THE MANAGING MEMBER LEGACY PARTNERS COMMERCIAL, LLC | — |
| [PHIPPS ROBERT](https://search.stillhousedata.com/person/810468) | VICE PRESIDENT | — |
| [BRINK KEVIN](https://search.stillhousedata.com/person/810469) | VICE PRESIDENT | — |
| [SMITH DEBRA](https://search.stillhousedata.com/person/810470) | MEMBER OF INVESTMENT COMMITTEE OF THE MANAGING MEMBER LEGACY PARTNERS COMMERCIAL, LLC | — |
| [FAUST JOHN FREDERICK](https://search.stillhousedata.com/person/810471) | CHIEF OPERATING OFFICER | — |
| [O'HEA MARTIN](https://search.stillhousedata.com/person/810472) | VICE PRESIDENT | — |
| [WADA RICHARD](https://search.stillhousedata.com/person/810473) | VICE PRESIDENT | — |
| [DIRAIMONDO BARRY SAMUEL](https://search.stillhousedata.com/person/811261) | PRESIDENT/CHIEF EXECUTIVE OFFICER | — |
| [THRIFT EDGAR MILTON](https://search.stillhousedata.com/person/811262) | MEMBER OF INVESTMENT COMMITTEE OF THE MANAGING MEMBER LEGACY PARTNERS COMMERCIAL, LLC | — |
| [PHIPPS ROBERT FRANCES](https://search.stillhousedata.com/person/811263) | VICE PRESIDENT | — |
| [BRINK KEVIN RENE](https://search.stillhousedata.com/person/811264) | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| [WADA RICHARD JUN](https://search.stillhousedata.com/person/811265) | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128408/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128408/similar
- Related entities: https://search.stillhousedata.com/firm/128408/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128408

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.