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Legacy Partners

Legacy Partners invests its own or fund capital, without a clearly stated strategy.

Disclosed holdings
Most recent fund2017
Headquarters
Stated fund size$3 billion

Stated investment criteria

What Legacy Partners says it buys

Read from Legacy Partners’s own website in August 2026. This is what the firm says it buys, not what anyone has recorded it buying, and figures are shown in the currency the firm itself used - nothing here is converted. Every line links to the page it was read from.

Founded19681

A stated mandate is a firm’s description of itself and was true of the page on the day it was read; firms widen and narrow what they will look at without updating the site. Nothing here is a commitment by Legacy Partners to consider any particular business, and nothing on this page is represented as being for sale.

SEC filings

What Legacy Partners has raised

From this firm's own Form D filings. A fund files one within fifteen days of its first sale, under penalty of perjury, which makes these the hardest numbers on the page.

Vehicles filed1
Total capital raisedNot disclosed in filings
Largest single vehicleNot disclosed in filings
Filing history2017
Smallest accepted commitment$50k
Filed fromCOLORADO

Form D covers US-domiciled vehicles raised from accredited investors. It will not capture a fund raised outside the United States, separately managed accounts, or capital deployed off balance sheet, so treat these as a floor rather than a total.

Regulatory record

How Legacy Partners is registered

From this firm's Form ADV, the annual filing every registered and exempt investment adviser makes to the SEC.

Adviser statusSEC registered
Regulatory assets under management$778m
Employees4
Private funds advised10 · $903m gross
SEC adviser numberCRD 159473

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