LP Profile

New Legacy Group

Multi Family Office (MFO)New York, United States
$350M
Assets Under Management
New York
Headquarters
Investment Focus

About New Legacy Group

New Legacy Group, LLC is a multi-faceted investment firm that is an SEC Registered Investment Adviser. We provide wealth management services, as well as exclusive access to direct investments and other alternative investment products and services.

Preferred Investment Types

Debt FinancingDirect InvestingInvestment FundsJoint Venture/PartnerPrivate EquityVenture Capital - Early StageVenture Capital

Preferred Sectors & Themes

Debt ManagementEquity/Mutual FundsETFsFemTechInvestment ManagementLegal & Tax ServicesRetirement PlanningStartups & ManagementTrust ManagementWealth & Estate PlanningWomen-Centered Alternative InvestmentsDigital Health TechnologiesDiversity-FocusedFinanceFinancial ServicesHealthcare & Life SciencesHigh-Level SectorsTraditional Investments (Liquid Assets)

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to New Legacy Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$1.3B
Total Clients
38
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →

SEC Form D

Likely match
Amount Sold
$26.5M
Investors
24
Filing Date
May 16, 2025
Source: SEC EDGAR / Form D Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to New Legacy Group across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is New Legacy Group?

New Legacy Group is a multi family office (mfo) based in New York, United States, managing approximately $350M in assets.

Where is New Legacy Group headquartered?

New Legacy Group is headquartered in New York, United States.

How much does New Legacy Group manage?

New Legacy Group manages approximately $350M in assets under management.

What does New Legacy Group invest in?

New Legacy Group focuses on Debt Financing, Direct Investing, Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital, Debt Management.

How can I contact New Legacy Group?

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