LEGACY RIDGE CAPITAL MANAGEMENT, LLC

Adviser information for LEGACY RIDGE CAPITAL MANAGEMENT, LLC last updated from Form ADV on June 28th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios No

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services
Compensation

Identifiers

SEC RIA File Number 802-114293
SEC ERA File Number 802-114293
SEC CIK Numbers None
SEC CRD Numbers 293679
Legal Entity Identifier None

Principal Office

10913 LEGACY RIDGE CT.
WESTIMINSTER
CO
United States
Monday - Friday, 8AM TO 5PM
Tel: 303-862-0147, Fax: None

Chief Compliance Officer

KRISTOPHER P KELLEY
MANAGER & CCO
10913 LEGACY RIDGE CT
WESTMINSTER
CO
United States
Tel: 303-862-0147
(Full email address available in API data)

Industry Affiliates

LEGACY RIDGE CAPITAL MANAGEMENT, LLC Sponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
LEGACY RIDGE CAPITAL PARTNERS EQUITY FUND 1, LP Hedge Fund $8.3M $1.0M 7

Control Persons

Name Type Entity Title Since Ownership
KELLEY, KRISTOPHER, PATRICK Individual MANAGER & CHIEF COMPLIANCE OFFICER 02/2018 50-75%
ABERCROMBIE, NATHAN Individual PARTNER 05/2020 25-50%

No. Employees, Historic

000202020212022202320240 on 5/13/20200 on 1/13/20210 on 1/13/20210 on 1/27/20210 on 3/2/20210 on 3/8/20210 on 3/7/20220 on 3/3/20230 on 6/23/20230 on 6/28/2023