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Legacy Edge Advisors
Legacy Edge Advisors is an SEC-registered investment adviser in Syosset, NY, registered since 2024. The firm manages approximately $1.2 billion in regulatory...
Overview
Legacy Edge Advisors is an SEC-registered investment adviser in Syosset, NY, registered since 2024. The firm manages approximately $1.2 billion in regulatory assets. It has 18 employees and 16 investment advisers. Historical Form 13F reports for Legacy Edge Advisors, LLC (CIK 0002105396, CRD 328064). The retained SEC submissions snapshot dated 2026-10-14 identifies the reporting manager by CIK 0002105396. The following figures describe historical Form 13F reports, not current financial figures. For the quarter ended 2026-06-30, the report chain filed through 2026-08-11 reports $1,088,555,810 in Section 13(f) long-position table value across 239 information-table rows and 239 distinct security, option and amount-type positions. Filing accessions: 0002105396-26-000004. For the quarter ended 2026-03-31, the report chain filed through 2026-05-11 reports $951,362,371 in Section 13(f) long-position table value across 223 information-table rows and 223 distinct security, option and amount-type positions. Filing accessions: 0002105396-26-000002. The five largest reported positions by table value for 2026-06-30 are: VANGUARD SCOTTSDALE FDS, $113,425,175 reported table value; ISHARES TR, $99,179,258 reported table value; ISHARES TR, $50,218,647 reported table value; ISHARES INC, $45,605,954 reported table value; ISHARES TR, $42,066,230 reported table value. Form 13F covers specified long positions, not the full portfolio or total assets under management. It excludes short positions, cash and non-Section 13(f) securities; confidential treatment can omit holdings. Values are historical amounts as filed by the reporting manager, not independently verified market valuations. Put and call positions remain separate from ordinary shares; principal amounts remain separate from share counts. The SEC does not approve these investment holdings.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Legacy Edge Advisors?
No individual has been publicly identified as an investment decision-maker at Legacy Edge Advisors. The firm has not disclosed its principals, investment committee, or advisory board through regulatory filings, its own website, or mainstream financial media. Without a named operator, the governance structure and sourcing model are opaque to outside observers.
Does Legacy Edge Advisors maintain any public-facing offices or professional staff?
No offices, employees, or professional staff counts are publicly available for Legacy Edge Advisors. The firm lacks a LinkedIn page, a corporate website, and any listed locations in business databases or registrations. Its headcount and geographic footprint remain unverifiable.
Has Legacy Edge Advisors been involved in any known direct investments or fund commitments?
No direct investments, SPVs, club deals, or fund commitments have been credibly linked to Legacy Edge Advisors in the public record. This includes an absence from SEC Form 13F filings, venture capital round announcements, LP disclosures from private equity funds, and real estate transaction records.
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