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New Legacy Financial Group
New Legacy Financial Group, LLC is an SEC-registered investment adviser in Smithville, OH. The firm manages approximately $63 million in regulatory assets.
New Legacy Financial Group
New Legacy Financial Group, LLC is an SEC-registered investment adviser in Smithville, OH. The firm manages approximately $63 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
Smithville
Corporate office
133 S Milton Street, Unit C, Smithville, OH 44677, United States
Principals
J Burkholder
Contact
Frequently asked questions
Who runs investment decisions at New Legacy Financial Group?
Public records do not name a CEO, CIO, or managing principal for New Legacy Financial Group. As a multi-family office, investment decisions are likely made by a small internal team or outsourced to external advisors, but no specific individuals are cited in available sources.
Does New Legacy Financial Group operate more like a single family office or a traditional wealth manager?
The firm's structure as a multi-family office suggests it serves multiple families, similar to a private wealth manager but with a tighter client base. Unlike a single family office, it aggregates resources for shared services. Its lack of SEC registration (if true) would distinguish it from registered investment advisers.
What investment stages does New Legacy Financial Group typically target?
No public data specifies target stages. Multi-family offices of this type often allocate across liquid public markets, private equity, and real estate, but direct deal activity is unconfirmed.
Does New Legacy Financial Group participate in co-investments alongside external GPs?
There is no public evidence of co-investment activity. Without disclosed portfolio holdings or partnership history, the firm's posture remains unknown.
Where does the underlying wealth come from?
The origins of capital managed by the firm are not publicly disclosed. Multi-family offices typically aggregate wealth from multiple families, often from business ownership or inherited assets.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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