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Building 2NEW LEGACY GROUP, LLC

Map pinNEW YORK, NY
Phone212-616-8020
NotebookSEC #801-74446
Total AUM
$1.3B
Employees
15
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
575 MADISON AVE
SUITE 1400
NEW YORK
NY 10022
United States
Operating Hours
9:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
212-616-8020

ReceiptFinancials

Total AUM
$1.3B
Accounts
38
Discretionary
$1.3B
Accounts
38
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
7
AUM
$137.1M
Pooled Vehicle Clients
31
AUM
$1.1B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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