LEGACY GLOBAL MANAGEMENT, L.L.C.

LEGACY GLOBAL MANAGEMENT, L.L.C. is an SEC-registered investment adviser (CRD 152879). Regulatory assets under management: $17.5M.

Registration

• CRD: 152879
• Type: Registered investment adviser
• Phone: 757-402-2541
• Latest filing: 2026-03-31
• Regulatory AUM: $17.5M
• Discretionary AUM: $750K
• Non-discretionary AUM: $16.7M
• Clients: 1
• Accounts: 64

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152879 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search