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The Legacy Collaborative
The Legacy Collaborative, Inc. is a state-registered investment adviser in San Antonio, TX. It manages approximately $5 million in regulatory assets.
Overview
The Legacy Collaborative, Inc. is a state-registered investment adviser in San Antonio, TX. It manages approximately $5 million in regulatory assets. The firm has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
2018
Location
Region
North America
Country
United States
City
San Antonio
Corporate office
Boston, MA, United States
Sector focus
Frequently asked questions
Does The Legacy Collaborative commit to funds or invest directly?
Based on available information, the firm engages in a mix of direct investments in private equity and real estate, along with traditional wealth management through publicly traded securities. The exact split between direct deals and fund commitments is not public.
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