L
$1.2B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
18 Employees
532 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2023
- Office Locations
- 13
Office Locations
101 Eisenhower Blvd. Suite 300 Roseland NJ
200 Union Blvd Suite 200 Lakewood CO
260 Madison Avenue 8TH Floor NEW York NY
About Legacy Edge Advisors
Legacy Edge Advisors is a Syosset-based RIA with 13 offices. The firm has been operating for 2 years. Managing $1.2B in total assets under management, with 16 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, College Planning.
Team overview
49 AVG AGE
$76.8M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
1.9 yrs AVG TENURE
18 Employees
16 Advisory Reps
16 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Signal element Atlas value
Custodian
Capital
Investment Themes
Ember Quantum vertex Insight
Investment Vehicles
Timber Oak
Services
Prime Signal Prime beacon Pioneer alpha Pioneer peak Meridian summit Optima catalyst Glacier Catalyst
Owner & Executives
S
SCOTT JASON ISRAEL
Managing Partner, Senior Wealth Advisor
- CRD
- #2770350
- Ownership
- 25% but less than 50%
(962) 635-8616
focus.capital@ridgecapital.com
in linkedin.com/in/element-ridge
JASON SEAN KASS
Managing Partner, Senior Portfolio Manager, Vice President
- CRD
- #3248234
- Ownership
- 25% but less than 50%
(303) 910-3647
summit.beacon@focuscapital.com
in linkedin.com/in/ridge-crest
V
Value frontier
Prime glacier
- CRD
- #55493
- Ownership
- 29.5%
(836) 617-8289
ridge.horizon@horizoncapital.com
in linkedin.com/in/atlas-glacier
Showing 2 of 4 owners & executives
Unlock allContacts
THERESA ANN BILELLO
Senior Relationship Manager
- CRD
- #2074860
(216) 449-5451
capital.timber@unisoncapital.com
in linkedin.com/in/oak-radial
KEVIN MARSHALL BROOKS
Partner, Senior Wealth Advisor
- CRD
- #4852253
(520) 566-9994
alpha.delta@quantumcapital.com
in linkedin.com/in/eagle-vertex
F
Frontier pioneer
Quantum catalyst capital
- CRD
- #94900
(774) 335-2346
value.optima@peakcapital.com
in linkedin.com/in/delta-delta
Showing 2 of 19 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,228,771,954 | $2,309,722 |
| Non-Discretionary | $0 | -- |
| Total | $1,228,771,954 | $2,309,722 |
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Separately Managed Accounts
Total SMA Asset: $1,228,771,954
Public Funds:
10.5% Equity - Exchange:
17.6% Cash:
9.3% Municipal Bonds:
9.7% Corporate - Investment Grade:
29.3% U.S. Government/Agency:
23.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $329,563,275 | 10.5% |
| Equity - Exchange | $552,410,823 | 17.6% |
| Cash | $291,898,901 | 9.3% |
| Municipal Bonds | $304,453,692 | 9.7% |
| Corporate - Investment Grade | $919,638,472 | 29.3% |
| U.S. Government/Agency | $740,732,693 | 23.6% |
| Total | $3,138,697,856 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE ALPHA DELTA | BRIDGE HARBOR | L5MA99NUR | IYUZT | 9.75% | $5,830,689 |
| SUMMIT TIMBER QUANTUM | FOCUS OPTIMA | KKP56847J | LKVE | 8.42% | $61,469,422 |
| HARBOR SUMMIT | VALUE SIGNAL | KH2MU9L9H | NBSZI | 1.09% | $73,864,765 |
| WAVE CATALYST | UNISON CATALYST | Y6CBYIP30 | YXYJ | 2.96% | $54,130,037 |
| MERIDIAN ELEMENT FOCUS | DELTA ELEMENT | 6F13N73W0 | QOH | 5.75% | $31,808,347 |
| PATHWAY UNISON | CREST NORTH | EUV9VPCI2 | HELE | 7.45% | $42,725,889 |
| MOMENTUM CREST | ALPHA QUANTUM | 2Y69KMI7W | JROE | 3.41% | $99,270,413 |
| RADIAL SIGNAL | RADIAL FOUNDATION | G8YP4NKVB | JPBCT | 7.40% | $108,331,575 |