# NEW LEGACY GROUP, LLC

NEW LEGACY GROUP, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 160969
- Type: SEC-registered investment adviser
- SEC file number: 801-74446
- Location: 575 MADISON AVE, SUITE 1400, NEW YORK, NY, 10022
- Phone: (212) 616-8020
- Latest filing: 2026-06-30
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 17
- Accounts: 38

## Business model

- Compensation: % of AUM, Performance
- Clients served: High net worth, Charities, Investment cos

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [Adam Lee Geiger](https://search.stillhousedata.com/person/59208) | PRESIDENT & CHIEF INVESTMENT OFFICER | New York, NY |
| [Joseph Michael Weilgus](https://search.stillhousedata.com/person/59209) | CHIEF EXECUTIVE OFFICER; SOLE OWNER | NEW YORK, NY |
| [Alexander James Leonard](https://search.stillhousedata.com/person/666734) | CHIEF COMPLIANCE OFFICER | — |
| [Weiru Nmn Li](https://search.stillhousedata.com/person/666735) | DIRECTOR OF FINANCE & ACCOUNTING | — |
| [Bailey Marie Ezell](https://search.stillhousedata.com/person/714746) | DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER | — |
| [GEIGER ADAM LEE](https://search.stillhousedata.com/person/735362) | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER OF REGISTRANT AND RELYING ADVISERS; PRESIDENT & CHIEF COMPLIANCE OFFICER (+1 more) | — |
| [WEILGUS JOSEPH MICHAEL](https://search.stillhousedata.com/person/830098) | CHIEF EXECUTIVE OFFICER; SOLE OWNER | — |
| [EZELL BAILEY MARIE](https://search.stillhousedata.com/person/879055) | DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER | — |
| [Albert John Petrole](https://search.stillhousedata.com/person/1003664) | DIRECTOR OF INVESTMENTS & FAMILY OFFICE OPERATIONS | — |


## Private funds (29)

Mix: Other Private Fund 25 · Venture Capital Fund 3 · Hedge Fund 1

_Showing 15 of 29 funds by gross asset value._

| Fund | Type | Formed | Owners | GAV | 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 |


## Fund service providers (3)

- custodian: NL RAVEN, LLC
- custodian: SYNO VENTURES (CAYMAN), LP
- custodian: SYNO  VENTURES, LP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/160969/brochure
- Similar advisers: https://search.stillhousedata.com/firm/160969/similar
- Related entities: https://search.stillhousedata.com/firm/160969/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/160969

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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.