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Legacy Partners
Legacy Partners invests its own or fund capital, without a clearly stated strategy.
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.
| Founded | 19681 |
Source
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 filed | 1 |
| Total capital raised | Not disclosed in filings |
| Largest single vehicle | Not disclosed in filings |
| Filing history | 2017 |
| Smallest accepted commitment | $50k |
| Filed from | COLORADO |
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 status | SEC registered |
| Regulatory assets under management | $778m |
| Employees | 4 |
| Private funds advised | 10 · $903m gross |
| SEC adviser number | CRD 159473 |
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