DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
| · probable Unsized | Chicago, | $130B | 10 | |||||
LEGACY PARTNERS, LLC Registered adviser · RIA / Wealth · 801-72850 Also on Independent Sponsors, Private Equity | LOS ANGELES, | $778M | 10 | 2 | 2012 | |||
| Foster City, | 451 | |||||||
| WOODSTOCK, | $108M | 2026 | ||||||
Next Legacy Management, LLC Firm · Venture · matched Next Legacy Partners · Registered investment adviser Also on RIA / Wealth Management | · probable | Palo Alto, | $4.4B | 70 | 53 | 24 | 2025 | |
| HOUSTON, | $521M | 1 | 6 | 2017 | ||||
| HICKORY, | $671M | 2 | 2023 | |||||
| OVERLAND PARK, | $403M | 3 | 2012 | |||||
| MILWAUKEE, | $494M | 2012 | ||||||
CHARIS LEGACY PARTNERS Registered adviser · RIA / Wealth · matched CHARIS LEGACY PARTNERS, LLC · 801-131532 | BRYAN, | $133M | 1 | 2024 | ||||
STOREN FINANCIAL Registered adviser · RIA / Wealth · matched STOREN LEGACY PARTNERS, LLC · 801-134761 | ZIONSVILLE, | $438M | 7 | 2025 | ||||
| $93.9M | 10 | 7 | 2029 | |||||
| BIRMINGHAM, | $920,000 | 2026 | ||||||
| Foster City, | 460 | |||||||
| BALA CYNWYD, | 2026 | |||||||
GREENWOOD HAYDEN LEGACY PARTNERS Registered adviser · RIA / Wealth · matched GREENWOOD HAYDEN LEGACY PARTNERS, LLC | NEW YORK, | 2026 | ||||||
| Tampa, | 1,795 | |||||||
| Charlotte, | 1 | 1 | ||||||
| Aberdeen, | 1 | |||||||
| Chicago, | 1 | |||||||
CT LEGACY PARTNERS LLC Fund · RIA / Wealth · BLACKSTONE REAL ESTATE SPECIAL SITUATIONS ADVISORS L.L.C. Also on Real Estate Funds | $66.9M | 134 | 2012 | |||||
SILVERPEAK LEGACY PARTNERS II, L.P. Fund · RIA / Wealth · SILVERPEAK REAL ESTATE PARTNERS L.P. Also on Real Estate Funds | $62.8M | 61 | 2012 | |||||
Silverpeak Legacy Partners II, L.P. Real estate fund vehicle · RE funds · Silverpeak Real Estate Partners L.P. Also on RIA / Wealth Management | $62.8M | 61 | 2012 | |||||
SILVERPEAK LEGACY PARTNERS L.P. Fund · RIA / Wealth · SILVERPEAK REAL ESTATE PARTNERS L.P. Also on Real Estate Funds | $39.1M | 19 | 2012 | |||||
Silverpeak Legacy Partners L.P. Real estate fund vehicle · RE funds · Silverpeak Real Estate Partners L.P. Also on RIA / Wealth Management | $39.1M | 19 | 2012 | |||||
| 2 | 1 | 2032 | ||||||
SILVERPEAK LEGACY PARTNERS III, L.P. Fund · RIA / Wealth · SILVERPEAK REAL ESTATE PARTNERS L.P. Also on Real Estate Funds | $6.0M | 46 | 2012 | |||||
Silverpeak Legacy Partners III, L.P. Real estate fund vehicle · RE funds · Silverpeak Real Estate Partners L.P. Also on RIA / Wealth Management | $6.0M | 46 | 2012 | |||||
| PLYMOUTH MEETING, | $5.2B | 19 | 2012 | |||||
| COVINGTON, | $1.5B | 13 | 2011 | |||||
| OVERLAND PARK, | $952M | 13 | 2016 | |||||
| $2.3M | 9 | 2013 | ||||||
LEGACY FINANCIAL GROUP Registered adviser · RIA / Wealth · matched LEGACY FINANCIAL GROUP, LLC · 801-79803 | DES MOINES, | $1.0B | 9 | 2014 | ||||
| TULSA, | $591M | 8 | 2012 | |||||
SILVERPEAK LEGACY PARTNERS III (NYC), L.P. Fund · RIA / Wealth · SILVERPEAK REAL ESTATE PARTNERS L.P. Also on Real Estate Funds | $1.6M | 4 | 2012 | |||||
Silverpeak Legacy Partners III (nyc), L.P. Real estate fund vehicle · RE funds · Silverpeak Real Estate Partners L.P. Also on RIA / Wealth Management | $1.6M | 4 | 2012 | |||||
| · probable Lower middle market | Miami, | $3.1B | 2 | 1 | 23 | 2022 | ||
SILVERPEAK LEGACY PARTNERS III (TRS), L.P. Fund · RIA / Wealth · SILVERPEAK REAL ESTATE PARTNERS L.P. Also on Real Estate Funds | $590,000 | 2 | 2012 | |||||
Silverpeak Legacy Partners III (trs), L.P. Real estate fund vehicle · RE funds · Silverpeak Real Estate Partners L.P. Also on RIA / Wealth Management | $590,000 | 2 | 2012 | |||||
SILVERPEAK LEGACY (EUROPE 2) PARTNERS, L.P. Fund · RIA / Wealth · SILVERPEAK REAL ESTATE PARTNERS L.P. Also on Real Estate Funds | $359,000 | 2 | 2012 | |||||
| BLOOMINGTON, | $318M | 2 | 2012 | |||||
Silverpeak Legacy (europe 2) Partners, L.P. Real estate fund vehicle · RE funds · Silverpeak Real Estate Partners L.P. Also on RIA / Wealth Management | $359,000 | 2 | 2012 | |||||
| THE WOODLANDS, | $273M | 3 | 2024 | |||||
| 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.