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RIA / WealthPrivate fundprivate equity fund3(c)(1)fund of funds

LEGACY CAPITAL, L.P.

advised by LEGACY PARTNERS, LLC

Cayman Islands

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:63e7ee6f-320a-1939-ae03-04c2196fcef7

Data as of Feb 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 28, 2012 to Feb 8, 2024
16 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Legacy Capital, L.P.

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: LEGACY PARTNERS, LLCCRD 159473
Fund type: Private Equity Fund
Latest reported GAV: $54.3Mgross asset value on Schedule D 7.B(1), as of 2024-02-08; never fund size
Peak reported GAV: $198M
Beneficial owners: 88
Minimum investment: $250,000
Owned by the adviser: 400%
Owned by funds of funds: 0%
Owned by non-US persons: 800%
Clients solicited: no
Form D file number: 021-163787an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Cayman Islands
First reported: Mar 28, 2012
Last reported: Feb 8, 2024fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 16
Fund id: 805-7765804479

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Feb 8, 2024	$54.3M	88	$250,000	400.0%	yes	LEGACY CAPITAL, L.P.
Mar 1, 2023	$54.5M	87	$250,000	400.0%	yes	LEGACY CAPITAL, L.P.
Feb 23, 2022	$86.7M	87	$250,000	600.0%	yes	LEGACY CAPITAL, L.P.
Mar 8, 2021	$131M	87	$250,000	1400.0%	yes	LEGACY CAPITAL, L.P.
Feb 18, 2020	$142M	87	$250,000	1100.0%	yes	LEGACY CAPITAL, L.P.
Mar 18, 2019	$151M	87	$250,000	1200.0%	yes	LEGACY CAPITAL, L.P.
Mar 23, 2018	$175M	87	$250,000	900.0%	yes	LEGACY CAPITAL, L.P.
Jun 27, 2017	$181M	87	$5.0M	700.0%	yes	LEGACY CAPITAL, L.P.
Mar 20, 2017	$181M	87	$5.0M	700.0%	yes	LEGACY CAPITAL, L.P.
Mar 15, 2016	$198M	84	$5.0M	500.0%	yes	LEGACY CAPITAL, L.P.
Jul 10, 2015	$163M	83	$5.0M	400.0%	yes	LEGACY CAPITAL, L.P.
Mar 30, 2015	$163M	83	$5.0M	400.0%	yes	LEGACY CAPITAL, L.P.
Sep 5, 2014	$119M	83	$5.0M	300.0%	yes	LEGACY CAPITAL, L.P.
Mar 24, 2014	$88.1M	66	$5.0M	300.0%	yes	LEGACY CAPITAL, L.P.
Mar 25, 2013	$41.4M	66	$5.0M	100.0%	yes	LEGACY CAPITAL, L.P.
Mar 28, 2012	$6.0M	30	$5.0M	0.0%	yes	LEGACY CAPITAL, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
JP MORGAN CHASE BANK, N.A.	JP MORGAN CHASE BANK, N.A.	NEW YORK	New York	United States	no	n/a
MORGAN STANLEY	MORGAN STANLEY SMITH BARNEY LLC	LOS ANGELES	California	United States	no	8-68191
STIFEL, NICOLAUS & COMPANY, INCORPORATED	STIFEL, NICOLAUS & COMPANY, INCORPORATED	SAN FRANCISCO	California	United States	no	8-1447

Relationships

Advises (1)

← LEGACY PARTNERS, LLCRegistered adviserPrivate Equity Fund, IA
Mar 28, 2012 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63e7ee6f-320a-1939-ae03-04c2196fcef7
First observed: Mar 28, 2012
Last observed: Feb 8, 2024 31 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEGACY CAPITAL, L.P.

advised by LEGACY PARTNERS, LLC

Cayman Islands

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:63e7ee6f-320a-1939-ae03-04c2196fcef7

Data as of Feb 8, 2024 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Feb 8, 2024

$54.3M

$250,000

400.0%

yes

LEGACY CAPITAL, L.P.

Mar 1, 2023

$54.5M

$250,000

400.0%

yes

LEGACY CAPITAL, L.P.

Feb 23, 2022

$86.7M

$250,000

600.0%

yes

LEGACY CAPITAL, L.P.

Mar 8, 2021

$131M

$250,000

1400.0%

yes

LEGACY CAPITAL, L.P.

Feb 18, 2020

$142M

$250,000

1100.0%

yes

LEGACY CAPITAL, L.P.

Mar 18, 2019

$151M

$250,000

1200.0%

yes

LEGACY CAPITAL, L.P.

Mar 23, 2018

$175M

$250,000

900.0%

yes

LEGACY CAPITAL, L.P.

Jun 27, 2017

$181M

$5.0M

700.0%

yes

LEGACY CAPITAL, L.P.

Mar 20, 2017

$181M

$5.0M

700.0%

yes

LEGACY CAPITAL, L.P.

Mar 15, 2016

$198M

$5.0M

500.0%

yes

LEGACY CAPITAL, L.P.

Jul 10, 2015

$163M

$5.0M

400.0%

yes

LEGACY CAPITAL, L.P.

Mar 30, 2015

$163M

$5.0M

400.0%

yes

LEGACY CAPITAL, L.P.

Sep 5, 2014

$119M

$5.0M

300.0%

yes

LEGACY CAPITAL, L.P.

Mar 24, 2014

$88.1M

$5.0M

300.0%

yes

LEGACY CAPITAL, L.P.

Mar 25, 2013

$41.4M

$5.0M

100.0%

yes

LEGACY CAPITAL, L.P.

Mar 28, 2012

$6.0M

$5.0M

0.0%

yes

LEGACY CAPITAL, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

JP MORGAN CHASE BANK, N.A.

NEW YORK

New York

United States

n/a

MORGAN STANLEY

MORGAN STANLEY SMITH BARNEY LLC

LOS ANGELES

California

United States

8-68191

STIFEL, NICOLAUS & COMPANY, INCORPORATED

SAN FRANCISCO

California

United States

8-1447