Legacy Partners provides investment management services focused on investments in Greater China. It manages investments for ten private equity funds, researching and analyzing private equity opportunities. Legacy does not offer services to the general public. Legacy tailors its services to the funds, which are restricted from investing in certain securities.
Assets Under Management$780M
Clients9
Advisors2
Avg. per Client$86M
Avg. per Advisor$390M
Fee Structure
Investment management only (planning not offered)
Legacy Partners manages investments for private equity funds and charges a management fee (typically ranging from 1% to 2.0%) and carried interest (a type of performance-based fee). The management fees are typically paid quarterly in advance by the Funds to Legacy.
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