LEGACY ADVISORS, LLC

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Legacy Advisors is based out of Plymouth Meeting. Legacy Advisors is a large advisory firm with 366 clients and discretionary assets under management (AUM) of $1,800,317,318 (Form ADV from 2020-02-01). Their last reported 13F filing for Q1 2020 included $99,926,000 in managed 13F securities and a top 10 holdings concentration of 44.79%. Legacy Advisors's largest holding is SPDR S&P 500 ETF Trust with shares held of 30,993. Whalewisdom has at least 16 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $99.926 Million
  • Prior Market Value $157.59 Million
  • New Purchases9 stocks
  • Additional Purchases19 stocks
  • Sold out of45 stocks
  • Reduced holdings in37 stocks
  • Top 10 Holdings % 44.79 %
  • Turnover % [1]:56.25%
  • Turnover Alt % [2]: 43.83 %
  • Time Held Top20:5.75 quarters
  • Time Held Top10:5.60 quarters
  • Time Held All:9.06 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -12.83%
Performance Last 4 Quarters: -0.4%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Coho Partners, Ltd.
JENSEN INVESTMENT MANAGEMENT INC
LAZARD ASSET MANAGEMENT LLC
PARAMETRIC PORTFOLIO ASSOCIATES LLC
Sterling Capital Management LLC
TRILLIUM ASSET MANAGEMENT, LLC

View Last Form Adv Compilation Report on Record

LEGACY ADVISORS, LLC
401 PLYMOUTH ROAD SUITE 150
PLYMOUTH MEETING PA    19462
Country: United States

Business Phone: 610-943-3000
Fax: 610-943-3010
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 36
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 49,352,700
Total Number of Clients: 366
Amount of client funds and securities by related persons: 42,755,500
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

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LEGACY ADVISORS, LLC

ownership team - last updated 2020-03-24
Name Title Start Date Direct/Indirect % Ownership

LEGACY ADVISORS, LLC

ownership team - last updated 2019-11-19
Name Title Start Date Direct/Indirect % Ownership
PIOTROWICZ, MICHAEL, THEODORE MANAGING MEMBER 11/01/2002 Direct 75% or more
Fund Name Position direct/indirect start date end date
LEGACY ADVISORS, LLC MEMBER direct 2002-11-01
LEGACY ADVISORS, LLC MANAGING MEMBER direct 2002-11-01
McCallister, James, Walter CHIEF COMPLIANCE OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LEGACY ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-01-01
ALBAHARY, RONALD, GERARD CHIEF EXECUTIVE OFFICER 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
THRESHOLD GROUP, LLC CHIEF INVESTMENT OFFICER direct 2011-08-01
CONVERGENT WEALTH ADVISORS, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01

LEGACY ADVISORS, LLC

ownership team - last updated 2019-08-19
Name Title Start Date Direct/Indirect % Ownership
PIOTROWICZ, MICHAEL, THEODORE MANAGING MEMBER 11/01/2002 Direct 75% or more
Fund Name Position direct/indirect start date end date
LEGACY ADVISORS, LLC MEMBER direct 2002-11-01
LEGACY ADVISORS, LLC MANAGING MEMBER direct 2002-11-01
McCallister, James, Walter CHIEF COMPLIANCE OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LEGACY ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-01-01
ALBAHARY, RONALD, GERARD CHIEF EXECUTIVE OFFICER 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
THRESHOLD GROUP, LLC CHIEF INVESTMENT OFFICER direct 2011-08-01
CONVERGENT WEALTH ADVISORS, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01

LEGACY ADVISORS, LLC

ownership team - last updated 2019-03-15
Name Title Start Date Direct/Indirect % Ownership
PIOTROWICZ, MICHAEL, THEODORE MANAGING MEMBER 11/01/2002 Direct 75% or more
Fund Name Position direct/indirect start date end date
LEGACY ADVISORS, LLC MEMBER direct 2002-11-01
LEGACY ADVISORS, LLC MANAGING MEMBER direct 2002-11-01
McCallister, James, Walter CHIEF COMPLIANCE OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
LEGACY ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2018-01-01
ALBAHARY, RONALD, GERARD CHIEF EXECUTIVE OFFICER 06/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
THRESHOLD GROUP, LLC CHIEF INVESTMENT OFFICER direct 2011-08-01
CONVERGENT WEALTH ADVISORS, LLC CHIEF INVESTMENT OFFICER direct 2009-10-01

LEGACY ADVISORS, LLC

ownership team - last updated 2017-08-07
Name Title Start Date Direct/Indirect % Ownership
BRAUN, JASON, T CHIEF COMPLIANCE OFFICER 12/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
LEGACY ADVISORS, LLC CHIEF COMPLIANCE OFFICER direct 2006-12-01
PIOTROWICZ, MICHAEL, THEODORE MANAGING MEMBER 11/01/2002 Direct 75% or more
Fund Name Position direct/indirect start date end date
LEGACY ADVISORS, LLC MEMBER direct 2002-11-01
LEGACY ADVISORS, LLC MANAGING MEMBER direct 2002-11-01

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