NEW Legacy Group, LLC
From venture capital to public markets, New Legacy backs bold ideas with fresh thinking and discipline to help reshape industries and drive results.
In the firm's own words, from its website.
3 additional co-investors and affiliates, 1 additional investment, fund or LP, 3 events, 3 verified contacts (2 firm phone, 1 general firm email)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 1 companynew in 12 months
1 new company in the last 12 months. Latest round ANELLO Photonics round ($25M round) on 4 May 2026.
A firm writing cheques this quarter is one a founder can pitch now.
- 2 departurespeople, 12 months
A team member departed on 30 Jun 2026. 2 departures on record in 12 months.
A partner leaving or arriving changes who decides, and who a founder or LP should call.
InferenceIAPD Form ADV Part 1 PDF per firm (current filing, Schedule D 7.B.(1) and Schedule A)For Founders, LPs, recruitersTeam →
People to know
View all people- Sole OwnerWhy: Named with investment responsibilityNo route on file yet
Relationship network
14 connected entities1 observed roundrounds 2026
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Sponsor
- Company
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to NEW Legacy Group, LLC: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to NEW Legacy Group, LLC
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
1 company on record, 1 new in 12 months
Investments on record
What these amounts mean“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| ANELLO Photonics | Funding round | participant | unknown | $25.0M | unknown | May 4, 2026 | Fact Press release |
Stated thesis versus observed behaviour
- Sectors
- healthcare
- Stages
- not stated or not yet read
- Geography
- new york
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- family office
Team
3 current, 2 departed
Decision makers
Who else at this firm · 2 people, grouped by function
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Sole Owner
- Director Of Investments Operations
- Director Of Finance & Accounting
2 departed (kept with end dates)
- Adam Lee Geiger · President & Chief Investment Officer · Nov 1, 2009 to Jun 30, 2026 Fact
- Bailey Marie Ezell · Director Of Operations / Chief Compliance Officer · Jul 1, 2023 to Jun 30, 2026 Fact
Contacts
1 general firm email, 2 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
4 vehicles, 0 LPs disclosed
Funds and vehicles
What these amounts meanGAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| NEW Legacy Opportunity Fund, LP | Opportunity fund | 2023 adv first reported | Active deployment | $70.8M Jun 30, 2026 | 50 | unknown | unknown |
| Inning One Ventures, LP | Fund | 2018 form d first sale | Harvest | $8.5M Jun 30, 2026 | 2 | $10.0M of $50.0M | Oct 2, 2018 |
| Syno Ventures Master Fund, LP | Feeder or parallel | 2015 adv first reported | Harvest | $11.4M Jun 30, 2026 | 6 | $0 of $250M | Mar 6, 2015 |
Limited partners
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.Relationships across DFX
6 co-investors · on 1 other DFX graph
Co-investors
- 2026-05-041 shared deal · one time
- 2026-05-041 shared deal · one time
- 2026-05-041 shared deal · one time
Across DFX and the capital chainon 1 other DFX graph ShowHide
- The same institution is held on RIA and Wealth, matched by identifier. See which records
NEW Legacy Group, LLC is the same institution as 1 record in RIA and Wealth.
The joined record opens with the product, beside every other relationship on this page.
Checking your plan…
Evidence and history
8 dated events, 79 observations from 4 sources
Timeline
- Jun 30, 2026Bailey Marie Ezell (Director Of Operations / Chief Compliance Officer) no longer on Schedule A of NEW Legacy Group, LLC
- Jun 30, 2026Adam Lee Geiger (President & Chief Investment Officer) no longer on Schedule A of NEW Legacy Group, LLC
- Jul 1, 2023Bailey Marie Ezell joined Schedule A of NEW Legacy Group, LLC as Director Of Operations / Chief Compliance Officer
- Mar 30, 2023NEW Legacy Opportunity Fund, LP first reported on Form ADV by NEW Legacy Group, LLC (Venture Capital Fund), GAV $4,972,080
- Mar 29, 2019Inning One Ventures, LP first reported on Form ADV by NEW Legacy Group, LLC (Venture Capital Fund), GAV $10,000,000
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Jun 30, 2026 · 29 private fundsShowHide
- Headquarters
- New York, NYadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- NEWLEGACY.COM
- SEC adviser type
- Registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Jun 30, 2026
- Private funds reported
- 29 (3 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets, adviser total
- $1.2Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $1.3Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 17
- Owners on Schedule A
- 2012 Weilgus Family Delaware Trust (Member), owns 50% to 75%
Classification history
Classification history
Every classification this record has carried3 on recordShowHide
- Sep 23, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 7% of 29 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 9% of 29 private funds
- Sep 12, 2026Private equity with venture activity (probable, 75%)Registered adviser; venture funds are 9% of 18 private funds
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC funds reported | Jun 30, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jun 30, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Jun 30, 2026 | Fact | Form ADV |
| SEC adviser type | Registered investment adviser | Dec 4, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-02-27 | Jun 30, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-02-27 | Dec 4, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-06-30 | Jun 30, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-06-30 | Jun 30, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-12-04 | Dec 4, 2024 | Fact | Form ADV |
| SEC status | Approved | Jun 30, 2026 | Fact | Form ADV |
| SEC status effective | 2012-03-21 | Jun 30, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Jun 30, 2026 | Fact | Form ADV |
| Venture share of reported funds | 0 | Dec 4, 2024 | Fact | Form ADV |
| Business phone | Jun 30, 2026 | Fact | Form ADV | |
| Business phone | Dec 4, 2024 | Fact | Form ADV | |
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 12, 2026 | Fact | ||
| Employees | 17 | Jun 30, 2026 | Fact | Form ADV |
| Employees | 14 | Dec 4, 2024 | Fact | Form ADV |
| Headquarters | New York, NY | Jun 30, 2026 | Fact | Form ADV |
| Headquarters | New York, NY | Dec 4, 2024 | Fact | Form ADV |
| Office address | Jun 30, 2026 | Fact | Form ADV | |
| Office address | Dec 4, 2024 | Fact | Form ADV | |
| Self-described type | Family office “Multi-Family Office” | Sep 16, 2026 | Fact | |
| Self-described type | Family office “Multi-Family Office” | Sep 12, 2026 | Fact | |
| Legal form | Limited Liability Company | Jun 30, 2026 | Fact | Form ADV |
| Other funds reported | 25 | Jun 30, 2026 | Fact | Form ADV |
| Private funds reported | 29 | Jun 30, 2026 | Fact | Form ADV |
| Private funds reported | 29 | Jun 30, 2026 | Fact | Form ADV |
| Private funds reported | 18 | Dec 4, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $1.2B | Jun 30, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $1.2B | Jun 30, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $324M | Dec 4, 2024 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $1.3B | Jun 30, 2026 | Fact | Form ADV |
| Regulatory AUM (adviser, not fund size) | $445M | Dec 4, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Jun 30, 2026 | Fact | Form ADV |
| Stated geography | new york “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | new york “geography words on the home page” | Sep 12, 2026 | Fact | |
| Stated sectors | healthcare “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | healthcare “sector words on the home page” | Sep 12, 2026 | Fact | |
| Venture funds reported | 3 | Jun 30, 2026 | Fact | Form ADV |
| Venture funds reported | 3 | Jun 30, 2026 | Fact | Form ADV |
| Venture funds reported | 3 | Dec 4, 2024 | Fact | Form ADV |
| Website | Dec 4, 2024 | Fact | Form ADV | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 12, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersPrivate equity with venture activity, probableShowHide
Registered adviser; venture funds are 7% of 29 private funds
- importance
- gav: 0.29 · funds: 0.25 · people: 0.04 · investments: 0 · scale basis: Venture-typed funds only (Private equity with venture activity): 3 funds, $91M of $93M reported · co investors: 0.31
- active deployment
- investments 12m: 0.13 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 1 · latest investment at: 2026-05-04
- emerging manager
- fund count: 4 · reported gav: $92.8M · first adv filing: 2012-02-27 · years since first filing: 14.6
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Merged in2026-09-13
- Adviser's first ADV filing2012-02-27source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.