Director of Investments & Family Office Operations · New Legacy Group, LLC
Albert J. Petrole
CRD 8243037 · Named on Form ADV at one SEC-registered adviser
At a glance
New Legacy Group, LLC, an SEC-registered private fund adviser based in New York, NY with $1.3 billion in regulatory assets, lists Albert J. Petrole on its Form ADV as Director of Investments & Family Office Operations.
Firms and roles
- New Legacy Group, LLCDirector of Investments & Family Office OperationsPrivate fund adviser · New York, NY · $1.3B in regulatory assets
AtlasMembers
Albert’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Weiru N. LiDirector of Finance & Accounting, New Legacy Group, LLC
- Joseph M. WeilgusChief Executive Officer, New Legacy Group, LLC
- Alexander J. LeonardChief Compliance Officer, New Legacy Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Albert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.