Legacy Road Family Offices

Overview

Legacy Road is a multi-family office based in Los Angeles, California. Established in 2006, it provides investment management and advisory services to affluent individuals and families. The firm is managed and administered by an executive team. Its clients include high-net-worth individuals. The firm is registered with the SEC as an investment adviser and reported $117.2M in regulatory assets under management on its latest Form ADV. Its reported client types include high net worth individuals.

Services

• Investment management
• Investment advisory
• Portfolio management

Advisory services reported on Form ADV (Item 5.G)

• Portfolio management (individuals/small business)

Location

See more firms in California and Beverly Hills.

Sources and last checked

• SEC Investment Adviser Public Disclosure, Form ADV (CRD 337654), filed 03/31/2026: adviserinfo.sec.gov. SEC monthly adviser data, September 2026.
• Family Office Club research database, 2026 edition

Last checked October 21, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.