Legacy Partners, Llc
- Regulatory AUM
- $778M
- Discretionary
- $778M
- Clients
- 9
- Avg AUM / client
- $86.4M
- Accounts
- 9
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 9 | $778M | 100.0% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Feb 2024 · $496M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Legacy Capital Iii, L.P. | Private Equity Fund | Cayman Islands | $176M | 296 |
| Legacy Harmony Investment Partnership, L.P. master | Private Equity Fund | Cayman Islands | $143M | 2 |
| Legacy Harmony, Ltd. feeder | Private Equity Fund | Cayman Islands | $123M | 198 |
| Legacy Capital, L.P. | Private Equity Fund | Cayman Islands | $54.3M | 88 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Choi, Robert, I | Managing Member | May 2011 (15y) | 75% or more | |
| Russell James Riopelle | Chief Compliance Officer | May 2011 (15y) | Less than 5% | |
| Greig D Saggers | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $496M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Legacy Capital Iii, L.P. | Private Equity Fund | $176M | $250K | 296 |
| Legacy Harmony Investment Partnership, L.P. | Private Equity Fund | $143M | $250K | 2 |
| Legacy Harmony, Ltd. | Private Equity Fund | $123M | $250K | 198 |
| Legacy Capital, L.P. | Private Equity Fund | $54.3M | $250K | 88 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/29/2026 | 3.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 29, 2026.
View current Form ADV (SEC/IAPD) ↗