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Ny Legacy Vc Management LLC (West Hartford)


Ny Legacy Vc Management LLC is a large advisory firm based in West Hartford. It manages $502.5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Connecticut.

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Ny Legacy Vc Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ny Legacy Vc Management: assets under management

The assets under management (AUM) of Ny Legacy Vc Management LLC is $502.5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $502.5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $502.5 million each.
Ny Legacy Vc Management has custody of $6.5 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ny Legacy Vc Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Joann Harris Price President 1 Sep 1994 50% - 75% 4359560
Laurence Cornelius Morse Ceo/secretary 1 Sep 1994 50% - 75% 4359573

Based in West Hartford

The principal office where Ny Legacy Vc Management LLC performs its advisory services is located at 75 Isham Road, West Hartford, CT 06107, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 860-674-8066 or by fax 860-678-5108. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at fairviewcapital.com.


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