NEW LEGACY GROUP, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 160969). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Performance.
Clients served: High net worth, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Adam Lee Geiger | PRESIDENT & CHIEF INVESTMENT OFFICER | New York, NY |
| Joseph Michael Weilgus | CHIEF EXECUTIVE OFFICER; SOLE OWNER | NEW YORK, NY |
| Alexander James Leonard | CHIEF COMPLIANCE OFFICER | — |
| Weiru Nmn Li | DIRECTOR OF FINANCE & ACCOUNTING | — |
| Bailey Marie Ezell | DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER | — |
| GEIGER ADAM LEE | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER OF REGISTRANT AND RELYING ADVISERS; PRESIDENT & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| WEILGUS JOSEPH MICHAEL | CHIEF EXECUTIVE OFFICER; SOLE OWNER | — |
| EZELL BAILEY MARIE | DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER | — |
| Albert John Petrole | DIRECTOR OF INVESTMENTS & FAMILY OFFICE OPERATIONS | — |
Other Private Fund: 25 · Venture Capital Fund: 3 · Hedge Fund: 1
Showing 15 of 29 funds by gross asset value.
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| NEW LEGACY SPARROW, LLC | Other Private Fund | Delaware | 44 | $327.5M | $25K |
| NL RAVEN II, LLC | Other Private Fund | Delaware | 37 | $196.9M | $10K |
| NEW LEGACY MATRIX NICHE STRATEGIES, LLC | Other Private Fund | Delaware | 91 | $159.5M | $100K |
| NEW LEGACY ROBIN, LLC | Other Private Fund | Delaware | 8 | $83.0M | $150K |
| NEW LEGACY OPPORTUNITY FUND, LP | Venture Capital Fund | Delaware | 50 | $70.8M | $100K |
| NEW LEGACY FALCON, LLC | Other Private Fund | Delaware | 28 | $68.9M | $25K |
| NL RAVEN III, LLC | Other Private Fund | Delaware | 1 | $68.3M | $20.3M |
| NL RIDE, LLC | Other Private Fund | Delaware | 2 | $40.6M | $2.3M |
| CARDINAL INVESTMENT FUND, LLC | Other Private Fund | Delaware | 11 | $31.6M | $50K |
| NL CRANE, LLC | Other Private Fund | Delaware | 8 | $22.5M | $50K |
| NEW LEGACY OWL, LLC | Other Private Fund | Delaware | 36 | $21.3M | $25K |
| NEW LEGACY STARLING, LP | Hedge Fund | Delaware | 4 | $13.0M | $100K |
| NEW LEGACY BLUE JAY, LLC | Other Private Fund | Delaware | 16 | $12.8M | $20K |
| SYNO VENTURES MASTER FUND, LP | Venture Capital Fund | Delaware | 6 | $11.4M | $1.0M |
| NEW LEGACY ASPEN, LLC | Other Private Fund | Delaware | 33 | $11.4M | $25K |