# J & M LEGACY ADVISORS LLC

J & M LEGACY ADVISORS LLC of LAKEWOOD, CO is an SEC-registered investment adviser.

## Registration

- CRD: 329190
- Type: SEC-registered investment adviser
- SEC file number: 801-129871
- Location: 12265 WEST BAYAUD AVENUE, SUITE 200, LAKEWOOD, CO, 80228
- Phone: 720-635-7092
- Latest filing: 2024-03-12
- Clients: 2

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| [ROLLINS JAY N](https://search.stillhousedata.com/person/820056) | CEO; MANAGING MEMBER/OWNER | — |
| [STEINBERG MAREN RUTH](https://search.stillhousedata.com/person/820057) | CCO AND COO; MANAGING MEMBER/OWNER | — |


## Private funds (10)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| JCR CAPITAL INCOME FUND V (Q), L.P. | Real Estate Fund | — | 273 | $194.6M | $1.0M |
| JCR CAPITAL INCOME FUND V (PARALLEL) (Q), L.P. | Real Estate Fund | — | 14 | $134.4M | $1.0M |
| JCR INCOME PLUS FUND IV, L.P. (Q) | Real Estate Fund | — | 221 | $129.3M | $100K |
| JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIB(Q), L.P. | Real Estate Fund | — | 215 | $32.5M | $1.0M |
| JCR INCOME PLUS FUND IV, L.P. | Real Estate Fund | — | 58 | $3.7M | $100K |
| JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIB, L.P. | Real Estate Fund | — | 56 | $3.5M | $1.0M |
| JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIA(Q), L.P. | Real Estate Fund | — | 37 | $3.1M | $1.0M |
| JCR COMMERCIAL REAL ESTATE FINANCE FUND IIIA, L.P. | Real Estate Fund | — | 39 | $1.8M | $1.0M |
| JCR CAPITAL INCOME V (PARALLEL), L.P. | Real Estate Fund | — | 2 | $1.3M | $250K |
| JCR FUND IV 1660, LP | Real Estate Fund | — | 18 | $94K | — |


## Fund service providers (2)

- administrator: SS&C — 6 funds
- administrator: SS&C TECHNOLOGIES, INC. — 4 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329190/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329190/similar
- Related entities: https://search.stillhousedata.com/firm/329190/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329190

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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.