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.
SYNO HAITONG INTERNATIONAL TCR, LLCOther Private Fund · Last reported Jul 2, 2020$4.61MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6555977881
- Reported beneficial owners
- 4
- Minimum commitment
- $100K
Form ADV 1442840 · Jul 2, 2020 · 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 ARTSY, LLCOther Private Fund · Last reported Jan 29, 2026$1.54MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-3760178885
- Reported beneficial owners
- 5
- Minimum commitment
- $50K
Form ADV 2046876 · Jan 29, 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 RIVIAN SPV, LLCOther Private Fund · Last reported Aug 23, 2023$1.21MGross 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
BTIG, LLC
SEC 8-65473
Fund details & source
- Fund ID
- 805-5589720042
- Reported beneficial owners
- 59
- Minimum commitment
- $50K
Form ADV 1773707 · Aug 23, 2023 · 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 RIVIAN II, LLCOther Private Fund · Last reported Aug 23, 2023$512KGross 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
BTIG, LLC
SEC 8-65473
Fund details & source
- Fund ID
- 805-1898344692
- Reported beneficial owners
- 49
- Minimum commitment
- $0
Form ADV 1773707 · Aug 23, 2023 · 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.
P74 TVY SPV, LLCOther Private Fund · Last reported Jan 29, 2026$462KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-7979251561
- Reported beneficial owners
- 1
- Minimum commitment
- $25K
Form ADV 2046876 · Jan 29, 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 SABA, LLCOther Private Fund · Last reported Nov 18, 2015$212KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-4866432741
- Reported beneficial owners
- 4
- Minimum commitment
- $50K
Form ADV 957286 · Nov 18, 2015 · 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.
NLWC OPPORTUNITY FUND, LLCOther Private Fund · Last reported Nov 18, 2015$177KGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-5955024751
- Reported beneficial owners
- 4
- Minimum commitment
- $50K
Form ADV 957286 · Nov 18, 2015 · 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.