DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
LEGACY CAPITAL Registered adviser · RIA / Wealth · matched LEGACY CAPITAL WEALTH MANAGEMENT, LLC · 801-130850 | THE WOODLANDS, | $273M | 3 | 2024 | ||||
| $54.3M | 88 | 2012 | ||||||
| MILWAUKEE, | $494M | 2012 | ||||||
| · candidate | Lyndhurst, | $23.2M | 5 | 3 | 2017 | |||
| ROSEVILLE, | $38.7M | 2012 | ||||||
| $9.2M | 2026 | |||||||
| BIRMINGHAM, | $920,000 | 2026 | ||||||
| LITTLE ROCK, | $1.5B | 17 | 2018 | |||||
NEW Legacy Group, LLC Firm · Venture · matched NEW Legacy Capital, LLC (relying Adviser) · Registered investment adviser Also on RIA / Wealth Management | · probable | New York, | $1.3B | 1 | 4 | 3 | 2023 | |
| LOS GATOS, | $536M | 3 | 2012 | |||||
Kingsbury Capital Investment Advisors LLC Firm · Private equity · matched Legacy Capital Wealth Advisors, LLC Also on RIA / Wealth Management | · probable Lower middle market | $136M | 12 | 1 | 5 | 2016 | ||
ONESOURCE WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY · 801-129864 | GRANITE BAY, | $150M | 2 | 2024 | ||||
| RALEIGH, | $12.4M | 2026 | ||||||
AMERICAN LEGACY CAPITAL Registered adviser · RIA / Wealth · matched THE AMERICAN LEGACY CAPITAL GROUP, L.L.C. | $5.9M | 2026 | ||||||
| EAST PETERSBURG, | 2026 | |||||||
| $176M | 296 | 2017 | ||||||
SILVERPEAK LEGACY CAPITAL PARTNERS, L.P. Fund · RIA / Wealth · SILVERPEAK REAL ESTATE PARTNERS L.P. Also on Real Estate Funds | $31.0M | 910 | 2012 | |||||
Silverpeak Legacy Capital Partners, L.P. Real estate fund vehicle · RE funds · Silverpeak Real Estate Partners L.P. Also on RIA / Wealth Management | $31.0M | 910 | 2012 | |||||
SILVERPEAK LEGACY CAPITAL PARTNERS II, L.P. Fund · RIA / Wealth · SILVERPEAK REAL ESTATE PARTNERS L.P. Also on Real Estate Funds | $16.2M | 476 | 2012 | |||||
Silverpeak Legacy Capital Partners II, L.P. Real estate fund vehicle · RE funds · Silverpeak Real Estate Partners L.P. Also on RIA / Wealth Management | $16.2M | 476 | 2012 | |||||
SILVERPEAK LEGACY CAPITAL PARTNERS III, L.P. Fund · RIA / Wealth · SILVERPEAK REAL ESTATE PARTNERS L.P. Also on Real Estate Funds | $5.4M | 365 | 2012 | |||||
Silverpeak Legacy Capital Partners III, L.P. Real estate fund vehicle · RE funds · Silverpeak Real Estate Partners L.P. Also on RIA / Wealth Management | $5.4M | 365 | 2012 | |||||
Legacy Capital Partners Fund V LP Real estate fund vehicle · RE funds · Legacy Capital Management, LLC Also on RIA / Wealth Management | $16.9M | 51 | 2017 | |||||
| $16.9M | 51 | 2017 | ||||||
Legacy Capital Partners Fund I LP Real estate fund vehicle · RE funds · Legacy Capital Management, LLC Also on RIA / Wealth Management | $6.3M | 58 | 2012 | |||||
| $6.3M | 58 | 2012 | ||||||
| · probable Unsized | Chicago, | $130B | 10 | |||||
| PLYMOUTH MEETING, | $5.2B | 19 | 2012 | |||||
Legacy Capital Partners Fund II LP Real estate fund vehicle · RE funds · Legacy Capital Management, LLC Also on RIA / Wealth Management | $3.0M | 55 | 2012 | |||||
| $3.0M | 55 | 2012 | ||||||
| COVINGTON, | $1.5B | 13 | 2011 | |||||
Legacy Capital Partners Fund IV LP Real estate fund vehicle · RE funds · Legacy Capital Management, LLC Also on RIA / Wealth Management | 63 | 2014 | ||||||
| 63 | 2014 | |||||||
| OVERLAND PARK, | $952M | 13 | 2016 | |||||
LEGACY FINANCIAL GROUP Registered adviser · RIA / Wealth · matched LEGACY FINANCIAL GROUP, LLC · 801-79803 | DES MOINES, | $1.0B | 9 | 2014 | ||||
| $3.6M | 8 | 2024 | ||||||
Legacy Capital Partners Fund III LP Real estate fund vehicle · RE funds · Legacy Capital Management, LLC Also on RIA / Wealth Management | 34 | 2012 | ||||||
| 34 | 2012 | |||||||
LEGACY PARTNERS, LLC Registered adviser · RIA / Wealth · 801-72850 Also on Independent Sponsors, Private Equity | LOS ANGELES, | $778M | 10 | 2 | 2012 | |||
| TULSA, | $591M | 8 | 2012 | |||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
| OVERLAND PARK, | $403M | 3 | 2012 | |||||
| BLOOMINGTON, | $318M | 2 | 2012 | |||||
| EXTON, | $157M | 3 | 2023 | |||||
| $139M | 3 | 2025 | ||||||
| TRAVERSE CITY, | $123M | 2 | 2012 | |||||
Legacy Advisory Group Firm · Venture · matched Legacy Advisory Group, LLC · Registered investment adviser Also on RIA / Wealth Management | · candidate | Overland Park, | $34.8M | 4 | 3 | 2016 | ||
| HOUSTON, | $162M | 2012 | ||||||
LEGACY FINANCIAL GROUP Registered adviser · RIA / Wealth · matched LEGACY FINANCIAL GROUP, LLC · 801-113145 | TORRANCE, | $75.4M | 3 | 2012 | ||||
| OVERLAND PARK, | $162M | 2012 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.