Investment adviser · CRD 160969
NEW LEGACY GROUP, LLC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $1.28B Form ADV · Item 5.F
- Client accounts
- 38 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 31 | $1,146,552,015 | 89.3% |
| High-net-worth individuals | 7 | $137,137,205 | 10.7% |
Filing source
Form ADV 2102109 · Jun 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
44 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
NEW LEGACY SPARROW, LLCOther Private Fund · Last reported Jun 30, 2026$327MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
COHNREZNICK LLP
PCAOB 596
Fund details & source
- Fund ID
- 805-9992126028
- Reported beneficial owners
- 44
- Minimum commitment
- $25K
Form ADV 2102109 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NL RAVEN II, LLCOther Private Fund · Last reported Jun 30, 2026$197MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-5645879178
- Reported beneficial owners
- 37
- Minimum commitment
- $10K
Form ADV 2102109 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEW LEGACY MATRIX NICHE STRATEGIES, LLCOther Private Fund · Last reported Jun 30, 2026$160MGross asset value
Form D fundraising filings
New Legacy Matrix Niche Strategies, LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
COHNREZNICK LLP
PCAOB 596
CAPITAL MANAGEMENT PARTNERS, INC.
CRD 21973 · SEC 8-39446
Fund details & source
- Fund ID
- 805-9732932105
- Reported beneficial owners
- 91
- Minimum commitment
- $100K
- Form D file number
- 021-240825
Form ADV 2102109 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEW LEGACY ROBIN, LLCOther Private Fund · Last reported Jun 30, 2026$83MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
COHNREZNICK LLP
PCAOB 596
Fund details & source
- Fund ID
- 805-4745996801
- Reported beneficial owners
- 8
- Minimum commitment
- $150K
Form ADV 2102109 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEW LEGACY OPPORTUNITY FUND, LPVenture Capital Fund · Last reported Jun 30, 2026$70.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
BTIG, LLC
SEC 8-65473
Fund details & source
- Fund ID
- 805-8901902727
- Reported beneficial owners
- 50
- Minimum commitment
- $100K
- Form D file number
- 021-43325
Form ADV 2102109 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NEW LEGACY FALCON, LLCOther Private Fund · Last reported Jun 30, 2026$68.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
BTIG, LLC
SEC 8-65473
Fund details & source
- Fund ID
- 805-5918631558
- Reported beneficial owners
- 28
- Minimum commitment
- $25K
Form ADV 2102109 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NL RAVEN III, LLCOther Private Fund · Last reported Jun 30, 2026$68.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
KPMG LLP
PCAOB 185
Fund details & source
- Fund ID
- 805-8635513371
- Reported beneficial owners
- 1
- Minimum commitment
- $20.3M
Form ADV 2102109 · Jun 30, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jun 30, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Performance-based
Principal office
575 MADISON AVE, SUITE 1400NEW YORK, NY, 10022, United States
CRD 160969
Filing source
Form ADV 2102109 · Jun 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.