LEGACY PARTNERS, LLC

LEGACY PARTNERS, LLC of LOS ANGELES, CA is an SEC-registered investment adviser (CRD 159473). Regulatory assets under management: $777.9M.

Registration

• CRD: 159473
• SEC file number: 801-72850
• Type: Registered investment adviser
• Location: 1999 AVENUE OF THE STARS, SUITE 3150, LOS ANGELES, CA, 90067
• Phone: 424-777-0776
• Latest filing: 2026-01-29
• Regulatory AUM: $777.9M
• Discretionary AUM: $777.9M
• Clients: 4
• Accounts: 9

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search