United States · What does New Legacy Group invest in?
New Legacy Group says it invests in Investment Management.
New Legacy Group highlights
- 01
1 cheques in the last 12 months
What they do
New Legacy provides family office services and wealth management for families and our own principals’ capital.From their own website
- Type
- Family office (from a list, unverified)
- Cheque size
- Not stated
- Stages
- SeedSeries AGrowth
- Sectors
- Investment Management
- Based in
- New York, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first1 appearances
- 2026
1 round
- Mar
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration3 named
ALAdam Lee GeigerPresident & Chief Investment OfficeriForm ADV
BMBailey Marie EzellDirector of Operations / Chief Compliance OfficeriForm ADV
JMJoseph Michael WeilgusChief Executive OfficeriForm ADV
We also hold 1 person at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$1.3Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- NEW Legacy Group, LLC
- SEC number
- CRD 160969
Funds on its Form ADV
18 private funds, $324M in gross assets · filed Dec 2024
Spv 13Venture 3Fund of funds 2
- New Legacy Matrix Niche Strategies, LLCFund of funds91 investors$82M
- New Legacy Sparrow, LLCSpv44 investors$81M
- New Legacy Opportunity Fund, L.P.Venture50 investors$45M
- New Legacy Robin, LLCSpv2 investors$21M
- SYNO Ventures Master Fund, L.P.Venture6 investors$16M
- New Legacy Falcon, LLCSpv14 investors$14M
- Inning One Ventures, L.P.Venture2 investors$11M
- New Legacy HAWK, LLCSpv30 investors$10M
- New Legacy Aspen, LLCSpv33 investors$10M
- New Legacy ISEE II, LLCSpv23 investors$7.8M
And 8 more on the filing.