New Legacy Group, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 38
- Avg AUM / client
- $33.8M
- Accounts
- 38
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $137M | 10.7% |
| Pooled investment vehicles (non-investment companies) | 31 | $1.1B | 89.3% |
Private funds (18)
View all →Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $324M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| New Legacy Matrix Niche Strategies, Llc | Other Private Fund | Delaware | $81.7M | 91 |
| New Legacy Sparrow, Llc | Other Private Fund | Delaware | $80.8M | 44 |
| New Legacy Opportunity Fund, Lp | Venture Capital Fund | Delaware | $44.8M | 50 |
| New Legacy Robin, Llc | Other Private Fund | Delaware | $20.6M | 2 |
| Syno Ventures Master Fund, Lp master | Venture Capital Fund | Delaware | $16.0M | 6 |
| New Legacy Falcon, Llc | Other Private Fund | Delaware | $14.0M | 14 |
| Inning One Ventures, Lp | Venture Capital Fund | Delaware | $11.0M | 2 |
| New Legacy Hawk, Llc | Other Private Fund | Delaware | $10.3M | 30 |
| New Legacy Aspen, Llc | Other Private Fund | Delaware | $10.1M | 33 |
| New Legacy Isee Ii, Llc | Other Private Fund | Delaware | $7.8M | 23 |
| Arch 33 Rd Street, Llc | Other Private Fund | Delaware | $5.7M | 10 |
| New Legacy Isee Iii, Llc | Other Private Fund | Delaware | $5.3M | 22 |
| Syno Hnr Spv, Llc | Other Private Fund | Delaware | $4.4M | 10 |
| New Legacy Fund, Lp | Other Private Fund | Delaware | $4.1M | 7 |
| New Legacy Isee, Llc | Other Private Fund | Delaware | $3.2M | 13 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Geiger, Adam, Lee | President & Chief Investment Officer | Nov 2009 (17y) | 50% – 75% | |
| Weilgus, Joseph, Michael | Chief Executive Officer | Nov 2009 (17y) | ≈ 37.5% – 75% via 2012 Weilgus Family Delaware Trust | |
| Ezell, Bailey, Marie | Director Of Operations / Chief Compliance Officer | Jul 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| 2012 Weilgus Family Delaware Trust | Member | Aug 2012 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Weilgus, Joseph, Michael: 75% – 100% of 2012 Weilgus Family Delaware Trust × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (18, $324M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| New Legacy Matrix Niche Strategies, Llc | Other Private Fund | $81.7M | $100K | 91 |
| New Legacy Sparrow, Llc | Other Private Fund | $80.8M | $25.0K | 44 |
| New Legacy Opportunity Fund, Lp | Venture Capital Fund | $44.8M | $100K | 50 |
| New Legacy Robin, Llc | Other Private Fund | $20.6M | $150K | 2 |
| Syno Ventures Master Fund, Lp | Venture Capital Fund | $16.0M | $1.0M | 6 |
| New Legacy Falcon, Llc | Other Private Fund | $14.0M | $50.0K | 14 |
| Inning One Ventures, Lp | Venture Capital Fund | $11.0M | $0 | 2 |
| New Legacy Hawk, Llc | Other Private Fund | $10.3M | $25.0K | 30 |
| New Legacy Aspen, Llc | Other Private Fund | $10.1M | $25.0K | 33 |
| New Legacy Isee Ii, Llc | Other Private Fund | $7.8M | $50.0K | 23 |
| Arch 33 Rd Street, Llc | Other Private Fund | $5.7M | $25.0K | 10 |
| New Legacy Isee Iii, Llc | Other Private Fund | $5.3M | $20.0K | 22 |
| Syno Hnr Spv, Llc | Other Private Fund | $4.4M | $25.0K | 10 |
| New Legacy Fund, Lp | Other Private Fund | $4.1M | $250K | 7 |
| New Legacy Isee, Llc | Other Private Fund | $3.2M | $25.0K | 13 |
| New Legacy Light Investments, Llc | Other Private Fund | $2.0M | $15.0K | 11 |
| New Legacy Artsy, Llc | Other Private Fund | $1.5M | $50.0K | 5 |
| P74 Tvy Spv, Llc | Other Private Fund | $450K | $25.0K | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 10.9 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Merrill Lynch $75.6M (6% of AUM) Jun 2026
- Goldman Sachs $34.0M (10% of AUM) Aug 2023
- Fidelity Brokerage Services $20.6M (6% of AUM) Aug 2023
- Charles Schwab & Co. $9.3M (1% of AUM) Jan 2023
- Bank Leumi $5.1M (2% of AUM) Jul 2020
- City National Bank $73.3K (0% of AUM) Jul 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗