New Legacy

Description

• New Legacy Group, LLC is a multi-faceted investment firm that is an SEC Registered Investment Adviser. We provide wealth management services, as well as exclusive access to direct investments and other alternative investment products and services. Multi-Family Office We provide wealth management services for families, institutions and individuals of significant wealth. Our services are centered around investment advisory work, but may also extend to include trusteeship and foundation management, just to name a few. We work closely with each family to develop a customized solution that fits their specific needs. Fund Allocations Our New Legacy Matrix Platform offers an a-la-carte menu of alternative investment options geared toward the sophisticated Investment Advisor or investor. Our platform provides access through our vehicles to managers, both large and small and across several strategies, that we know well and recommend to our clients. Our minimums are low, our due diligence is thorough and our judgment is informed by our significant experience. We have also worked with a number of clients to create bespoke portfolios of funds that suit their particular requirements. Private Investments For Companies Seeking Money: We like to be considered a financial partner who has a tremendous network to help your company, no matter how large or small, grow in a constructive way. We operate with an open mind and have invested in multiple industries and at varying levels of a companys maturity. These have ranged from a science project to large scale buyouts. For fellow investors seeking opportunities to invest in our private companies: We are very open to including the appropriate fellow investors, family offices and groups that have similar mindset in their investing. We welcome your reaching out to us and sharing your interests and potential needs.
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  Headquarters:275 Madison Avenue , New York, New York, United States

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  Phone Number: +1 212-616-8020

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  Website: https://www.newlegacy.com

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  Employees:13

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  Revenue:$10 - 50M

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  Legal Name:New Legacy

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• |  NAICS Code: 523930  |

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