The LEGACY VENTURE MANAGEMENT, LLC is a privately held investment adviser that advises $4.45Bn in regulatory assets under management held in 2 SEC fund types across 3 investment strategies. LEGACY VENTURE MANAGEMENT, LLC is a Private Fund A private fund manager is a manager whose >=75% of total assets under management are in private funds (privately offered pooled vehicles for accredited or qualified investors, generally accessed through placements with higher minimums, restricted eligibility, and negotiated terms) Manager. Assets increased by 58.56% over the last 5-years.
The Group has been registered with the SEC for 14.35 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 3000 ALPINE RD, PORTOLA VALLEY, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 26 employees comprised of 11 investment and 15 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $4.45Bn in assets advised are owned by 47 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Pooled Investment Vehicles (Not IC or BDC) clients total $4.45Bn or 100% of Total Assets.
The Group's top investment strategies include Early Stage, Traditional LBO and ESG, representing 99.75%, 0.25% and 0% of total assets, respectively.
They advise 1 types of clients, top clients are Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 3 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 12 private funds with $3.7Bn in assets.
The Group discloses management fees and performance-based fees.
LEGACY VENTURE MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.