LEGACY CAPITAL Overview
Legacy Capital Partners Inc. is an investment advisor that manages 271.2 MM dollars in regulatory AUM and has 5 employees, of which 5 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/08 to 03/31/21. The fund's latest filing disclosed 265MM in positions, representing 98% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/08 to 03/31/21. The fund's latest filing disclosed 265MM in positions, representing 98% of the manager's regulatory AUM.
LEGACY CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LEGACY CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 8.1% | Tech | 19.61% | 0.25% | 0 | 0% | ||
| MSFT | 3.19% | Tech | 21.12% | 0.17% | 0 | 0% | ||
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FEATURED IN
LEGACY CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Thomas J. Wickman | President/Treasurer | October-1979 |
| Jeffry J. Brigman | Vice President/Secretary/Chief Compliance Officer | January-1990 |
| James C. Janikowski | Senior Vice President | October-2007 |
LEGACY CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
LEGACY CAPITAL Investment Strategy
Item 8. Methods of Analysis, Investment Strategies, and Risk of Loss
A. Methods of Analysis and Investment Strategies
Legacy Capital is responsible for identifying and implementing the methods of analysis used in formulating investment recommendations to clients. The methods of analysis may include quantitative methods for optimizing client portfolios, computer-based risk/return analysis, and statistical and/or computer models utilizing long-term economic criteria. Legacy Capital may retain independent third parties to work in conjunction with its executive management team to provide input and guidance for the investment direction communicated by the firm. Legacy Capital may utilize third-party software to assist in formulating investment recommendations to clients. In addition, Legacy Capital reviews research material prepared by others, corporate filings, corporate rating services, corporate press releases, and a variety of financial publicat...
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A. Methods of Analysis and Investment Strategies
Legacy Capital is responsible for identifying and implementing the methods of analysis used in formulating investment recommendations to clients. The methods of analysis may include quantitative methods for optimizing client portfolios, computer-based risk/return analysis, and statistical and/or computer models utilizing long-term economic criteria. Legacy Capital may retain independent third parties to work in conjunction with its executive management team to provide input and guidance for the investment direction communicated by the firm. Legacy Capital may utilize third-party software to assist in formulating investment recommendations to clients. In addition, Legacy Capital reviews research material prepared by others, corporate filings, corporate rating services, corporate press releases, and a variety of financial publicat...
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LEGACY CAPITAL Portfolio Concentration
LEGACY CAPITAL Location
1200 NORTH MAYFAIR ROAD
SUITE 360
MILWAUKEE, Wisconsin
UNITED STATES, 53226-3282
SUITE 360
MILWAUKEE, Wisconsin
UNITED STATES, 53226-3282
LEGACY CAPITAL Contact Information
Phone Number: 414-271-1664
Fax Number: 414-271-9986
Website: http://www.legacycapitalpartners.net
Fax Number: 414-271-9986
Website: http://www.legacycapitalpartners.net
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