New Legacy

Overview

New Legacy is a multifaceted investment firm founded in 2007, encompassing direct investments, public equities, wealth advisory, and fund allocation. The firm seeks out bold ideas and challenges industry expectations, aiming to identify fundamental shifts that create lasting value. Their approach is to invest in visionary entrepreneurs building the future of technology and beyond, deploying venture and growth capital across various industries and stages. New Legacy Ventures backs bold ideas and the people with the clarity and vision to see them through. They source and vet quality, distinctive, and often disruptive investment opportunities quickly and thoroughly, choosing to champion the founders, companies, and partners they believe in. Their support begins as soon as they meet and often continues far beyond the term of their investment. They have a tremendous network to help companies, no matter how large or small, grow in a constructive way. New Legacy Asset Management’s concentrated equity strategy invests in companies that possess durable competitive advantages with the potential to compound over time. They also seek opportunities in businesses that are misunderstood or underappreciated, which may be temporarily out of favor due to short-term, non-structural factors, but have favorable long-term prospects. Their multi-family office provides comprehensive investment services with a 360-degree view of wealth preservation, growth, and next-generation planning. New Legacy provides family office services and wealth management for families and their own principals’ capital. They work with each family to develop a customized solution designed to achieve their desired investment goals. Since 2007, they’ve operated on a different frequency, seeing the patterns beyond the noise. They believe that true value is found at the edges, where uncommon sense leads to extraordinary growth. Their success is built on helping others succeed. They grow their potential by investing in people and businesses with the ambition to go further. When performance and partnership come together, they help create results that are both meaningful and enduring.

Investment Focus

• Visionary entrepreneurs
• Bold ideas
• Technological innovation

Portfolio Companies