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Family Office

New Legacy

New Legacy invests a family's own capital, often with no fixed holding period, from New York, New York, USA. It states a focus on healthcare & life sciences.

Capital raised$162macross 5 SEC-filed vehicles
Most recent fund2023filing since 2011
HeadquartersNew York, New York, USA
Stated fund size~$2.2B AUM

Stated investment criteria

What New Legacy says it buys

Read from New Legacy’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.

Transaction typesGrowth1
Founded20072
OfficesNew York2

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 New Legacy to consider any particular business, and nothing on this page is represented as being for sale.

SEC filings

What New Legacy 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 filed5
Total capital raised$162m
Largest single vehicle$88m
Filing history2011 to 2023
Smallest accepted commitment$100k
Filed fromNEW YORK

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 New Legacy 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$1.3bn
Employees17
Private funds advised29 · $1.2bn gross
SEC adviser numberCRD 160969

Valuation context

Transaction values in Healthcare & Life Sciences

What companies have actually sold for in healthcare & life sciences, across 1,263 recorded transactions.

Median consideration$110m
Middle 50%$30m-$318m
Revenue multiple2.8×
EBITDA multiple12.5×

The full healthcare & life sciences picture - most active acquirers, recent transactions and every investor in the sector.

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Comparable investors

Similar mandates

Other family office investors active in healthcare & life sciences.