1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CEDAR LEGACY LLC

Map pinNEW YORK, NY
Phone(917) 727-5240
NotebookSEC #801-117811
Total AUM
$179.7M
Employees
8
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
433 BROADWAY
3RD FLOOR
NEW YORK
NY 10013
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(917) 727-5240

ReceiptFinancials

Total AUM
$179.7M
Accounts
7
Discretionary
$179.7M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

HNW Individual Clients
4
AUM
$124M
Pooled Vehicle Clients
3
AUM
$55.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account