# The Legacy Collaborative

The Legacy Collaborative is a Multi Family Office based in San Antonio, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Antonio, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed (Altss estimate: Under $1B)
- **Website:** thelegacycollaborative.com

## Regulatory record

- **CRD number:** 114591
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114591

## About

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.

## Sectors

- Private Equity
- Real Estate
- Wealth Management
- Estate Planning

## 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.

## Related profiles

- [The Molpus Woodlands Group](https://altss.com/profile/the-molpus-woodlands-group-llc)
- [FINANCIAL EDGE](https://altss.com/profile/financial-edge)

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Last updated: 2026-07-06T01:24:26.934Z

Canonical page: https://altss.com/profile/the-legacy-collaborative-inc

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