CRD: 293679
Legacy Ridge Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- Momentum zenith
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
About Legacy Ridge Capital Management, LLC
Legacy Ridge Capital Management is a Colorado-based RIA running contrarian, highly concentrated, value- and income-oriented portfolios, often implemented with ETFs. Led by Kris Kelley (former Assistant PM on the Janus Contrarian Fund and Co-Head of Energy Investing at Janus) and Nate Abercrombie (former Janus analyst and Stock Podcast founder), the firm focuses on business owners and entrepreneurs with portfolio construction and risk management.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KRISTOPHER PATRICK KELLEY
Chief Compliance Officer, Financial Advisor, Manager
- CRD
- #4609716
- Ownership
- 50% but less than 75%
NATHAN ABERCROMBIE
Partner
- CRD
- #6114955
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,100,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,065,839,949 | 76.7% |
| Cash | $931,343,817 | 23.3% |
| Total | $3,997,183,766 | 100.0% |