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
Client accounts: 38
Employees: 17
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client 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 funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

SYNO HNR SPV, LLCOther Private Fund · Last reported Jun 30, 2026$4.41MGross asset value

Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-5632639146
Reported beneficial owners: 10
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.

NEW LEGACY ISEE, LLCOther Private Fund · Last reported Jun 30, 2026$3.21MGross asset value

Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-8706972867
Reported beneficial owners: 13
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.

NEW LEGACY SUNBIRD, LLCOther Private Fund · Last reported Jun 30, 2026$2.69MGross asset value

Fund administrator CARTA, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian JPMORGAN CHASE & CO. NEW YORK, New York, United States Related to adviser: No

Custodian MORGAN STANLEY SMITH BARNEY LLC NEW YORK, New York, United States Related to adviser: No

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: 805-2764846866
Reported beneficial owners: 9
Minimum commitment: $50K

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 LIGHT INVESTMENTS, LLCOther Private Fund · Last reported Jun 30, 2026$2.04MGross asset value

Custodian MILLENNIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-2509291636
Reported beneficial owners: 11
Minimum commitment: $15K

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 ASPEN II, LLCOther Private Fund · Last reported Jun 30, 2026$1.97MGross asset value

Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-2603778991
Reported beneficial owners: 20
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.

NEW LEGACY WREN, LLCOther Private Fund · Last reported Jun 30, 2026$1.46MGross asset value

Fund administrator CARTA, INC. NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP NEW YORK, New York, United States

Custodian JPMORGAN CHASE & CO NEW YORK, New York, United States Related to adviser: No

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: 805-7582796453
Reported beneficial owners: 5
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.

ARCH 33RD STREET, LLCOther Private Fund · Last reported Jun 30, 2026$528KGross asset value

Custodian INSPIRA FINANCIAL TRUST, LLC OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-1521249560
Reported beneficial owners: 10
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.

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 1400
NEW 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.