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.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles31$1,146,552,01589.3%
High-net-worth individuals7$137,137,20510.7%
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.

NEW LEGACY PIC II, LLCOther Private Fund · Last reported Apr 7, 2023$0Gross asset value
Fund administrator COHEN & ASSOCIATES WESTPORT, Connecticut, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHNREZNICK LLP ROSELAND, New Jersey, United States
Custodian CITY NATIONAL BANK, NA 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

COHNREZNICK LLP
PCAOB 596

Fund details & source
Fund ID
805-8605907209
Reported beneficial owners
15
Minimum commitment
$0

Form ADV 1749959 · Apr 7, 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 III, LLCOther Private Fund · Last reported Aug 23, 2023$0Gross asset value
Fund administrator OPUS FUND SERVICES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor COHNREZNICK LLP ROSELAND, New Jersey, United States
Custodian BTIG, LLC SAN FRANCISCO, California, United States Related to adviser: No
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, 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

COHNREZNICK LLP
PCAOB 596

BTIG, LLC
SEC 8-65473

Fund details & source
Fund ID
805-9582813893
Reported beneficial owners
35
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.

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.