NEXT LEGACY MANAGEMENT, LLC of PORTOLA VALLEY, CA is an SEC-registered investment adviser (CRD 156640). Regulatory assets under management: $4.4B.
Compensation: % of AUM, Performance.
Clients served: Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Kelli Ann Cullinane | MANAGING MEMBER, CCO, AND CFO; TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019 | — |
| Ben Chung-Ming Choi | MANAGING MEMBER; TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012 | — |
| Ryan C Nece | TRUSTEE OF THE NECE FAMILY TRUST | — |
| HALL MACGREGOR BRUCE | MANAGING MEMBER; MANAGING MEMBER AND TRUSTEE OF THE HALL FAMILY TRUST DATED DECEMBER 20, 2012, AND ANY AMENDMENTS THERETO | — |
| EYRE ALLAN | MANAGING MEMBER | — |
| TAYLOR LANCE RILEY | CHIEF FINANCIAL OFFICER | — |
| MARTY ALAN WAYNE | MANAGING MEMBER; MANAGING MEMBER AND TRUSTEE OF THE MARTY FAMILY TRUST OF OCTOBER 14, 2003 AS AMENDED AND RESTATED NOVEMBER 1, 2012 | — |
| HUNT YVONNE CECELIA | CHIEF PHILANTHROPY OFFICER | — |
| CULLINANE KELLI ANN | CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER & PARTNER AND TRUSTEE OF THE CULLINANE FAMILY TRUST DATED MARCH 15, 2019 (+2 more) | — |
| CHOI BEN CHUNG-MING | MANAGING MEMBER; MANAGING MEMBER AND TRUSTEE OF CHOI FAMILY TRUST DATED MARCH 2, 2012 | — |
| NECE RYAN C | TRUSTEE OF THE NECE FAMILY TRUST | — |
Showing 15 of 47 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| LEGACY VENTURE VIII, LLC | Venture Capital Fund | Delaware | 126 | $541.1M | $1.0M |
| LEGACY VENTURE VII, LLC | Venture Capital Fund | Delaware | 147 | $528.6M | $1.0M |
| LEGACY VENTURE XI, LLC | Venture Capital Fund | Delaware | 222 | $500.4M | $1.0M |
| LEGACY VENTURE IX, LLC | Venture Capital Fund | Delaware | 160 | $490.9M | $1.0M |
| NEXT LEGACY XII, LLC | Venture Capital Fund | Delaware | 151 | $421.7M | $1.0M |
| LEGACY VENTURE X, LLC | Venture Capital Fund | Delaware | 176 | $397.5M | $1.0M |
| LEGACY VENTURE VI (QP), LLC | Venture Capital Fund | Delaware | 61 | $313.3M | $1.0M |
| LEGACY K, LLC | Venture Capital Fund | Delaware | 1 | $235.7M | — |
| NEXT PLAY CAPITAL III Q, L.P. | Venture Capital Fund | Delaware | 322 | $203.4M | $500K |
| LEGACY VENTURE VI, LLC | Venture Capital Fund | Delaware | 61 | $136.1M | $1.0M |
| LEGACY VENTURE V (QP), LLC | Venture Capital Fund | Delaware | 64 | $73.8M | $1.0M |
| NEXT PLAY CAPITAL II, L.P. | Venture Capital Fund | Delaware | 73 | $71.7M | $500K |
| NEXT PLAY CAPITAL II Q, L.P. | Venture Capital Fund | Delaware | 82 | $71.7M | $500K |
| NEXT LEGACY ALPHA 4, LP | Venture Capital Fund | Delaware | 130 | $63.4M | $250K |
| NEXT PLAY CAPITAL I, L.P. | Venture Capital Fund | Delaware | 89 | $51.2M | $250K |
| City | State | Employees | Phone |
|---|---|---|---|
| REDWOOD CITY | CA | 0 | 650.324.5980 |
| REDWOOD CITY | CA | 0 | 650.324.5980 |