# New Legacy Group: portfolio, investments and team > New Legacy Group is a family office based in United States. 1 investment on record, 1 in the last 12 months, latest Mar 2026. Source: https://millionrounds.com/fund/new-legacy-group (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # New Legacy Group Last cheque observed Mar 2026; 1 cheques on record. Email Family office Deploying now Seed Series A Growth Investment Management Follow New Legacy Group and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fnew-legacy-group) Deploying now **100%** of best year **1** **cheques in 12 months**, 1 on record Since the last cheque **241** days **00** hrs **00** min **00** sec Median round **$1.0B** Rounds led **0 of 1** Pitch New Legacy Group ## 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:** Seed Series A Growth - **Sectors:** Investment Management - **Based in:** New York, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **1 appearances** - **2026** 1 round - **Mar** **[AMI Labs](https://millionrounds.com/company/ami-labs)** FR · TechCrunch **$1.0B** With 24 others 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 registration **3 named** AL **Adam Lee Geiger** President & Chief Investment Officer i Form ADV BM **Bailey Marie Ezell** Director of Operations / Chief Compliance Officer i Form ADV JM **Joseph Michael Weilgus** Chief Executive Officer i Form 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 **$1.3B** assets it manages Oct 2026 **Registered** investment adviser full 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 **13** Venture **3** Fund of funds **2** - New Legacy Matrix Niche Strategies, LLC *Fund of funds* 91 investors $82M - New Legacy Sparrow, LLC *Spv* 44 investors $81M - New Legacy Opportunity Fund, L.P. *Venture* 50 investors $45M - New Legacy Robin, LLC *Spv* 2 investors $21M - SYNO Ventures Master Fund, L.P. *Venture* 6 investors $16M - New Legacy Falcon, LLC *Spv* 14 investors $14M - Inning One Ventures, L.P. *Venture* 2 investors $11M - New Legacy HAWK, LLC *Spv* 30 investors $10M - New Legacy Aspen, LLC *Spv* 33 investors $10M - New Legacy ISEE II, LLC *Spv* 23 investors $7.8M And 8 more on the filing. ## The cheque Seed Series A Growth Median round joined **$1.0B** the round, not its cheque Led 0 of 1 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Mar 2026 Rounds by stage said on their site - Seed said *-* - Series A said *-* - Growth said *-* Cheques by month Led Joined Dec 2023 Nov 2026 **Pitching New Legacy Group?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Quick answers about New Legacy Group ### What does New Legacy Group invest in? New Legacy Group says it invests in Investment Management. ### How active is New Legacy Group? 1 investments on record, 1 of them in the last 12 months. The most recent was in Mar 2026. ### What has New Legacy Group invested in recently? Its most recent investments on record: AMI Labs (Undisclosed round, Mar 2026). ### How big are New Legacy Group's cheques? The median round it joins is $1.0B. ### Is New Legacy Group investing now? Yes: it is actively investing, with 1 investments in the last 12 months. ### What kind of investor is New Legacy Group? New Legacy Group is a family office based in New York, United States. ### How much does New Legacy Group manage? About $1.3B, as regulatory assets under management (Oct 2026). ### When was New Legacy Group founded? New Legacy Group was founded in 2007. ## Raising now? 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