SEC-Registered Investment Adviser
Legacy Knight Mfo, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated May 14, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- June 30, 2021
- Principal office
- 3001 Maple Avenue, Suite 350, Dallas, TX 75201
- Organized as
- Limited Liability Company, TX
- Fiscal year end
- December
- Website
- www.legacyknight.com
Scale
- Regulatory AUM
- $2.8B
- Discretionary / non-discretionary
- $942.3M / $1.9B
- Accounts
- 53
- Clients
- 0
- Employees
- 21, 15 in advisory roles
- Private funds advised
- 33
- Private fund gross assets
- $942.3M
- Fund types
- 27 private equity funds, 3 real estate funds, 2 other private funds
- Funds with Form D records
- 22 issuers in AltStreet's ledger, $420.8M reported sold across them
- Client assets in custody
- $616.3M (27 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees and performance-based fees
- Client types
- high net worth individuals (20); pooled investment vehicles (33)
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (May 14, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.