Legacy Partners USA, LLC founded in Perth Amboy, New Jersey, in July 2014, is a business development boutique, third-party marketing firm and placement agency. Legacy Partners’ primary goal is introducing investment management and venture capital clients to institutional and accredited high net worth investors. The firm also houses divisions focused on institutional brokerage; actuarial consulting; marketing to union and Taft-Hartley members; and general labor and government consulting.
Legacy Partners was founded on the belief that the Financial, Health-Care, and Political industries are connected, with decision makers that often cross all three important areas. Legacy Partners' core philosophy is RELATIONSHIPS, REPUTATION AND RESULTS MATTER. When given an opportunity to choose among equal or similar services or products, decision makers will work with people they know and trust.
Legacy Partners is a family-run business, which operates with the professionalism of a well established large company. Team members are related or have known one another for more than 20 years, fostering the highest level of team work and accountability. In accordance with this family approach, we strive for “old school” values, and tradition that relates back to a better day. Team members are well-seasoned, possessing more than 150 years of combined professional experience.
As mentioned, the Legacy Partners team has more than 150 years of combined experience, each experts in their respective areas. Legacy Partners has developed key strategic partnerships with existing and top firms for research, education, fiduciary protection and will provide a wide scope of services for our clients. The Legacy Partners team has SEC/FINRA registered representation, and both "in-house" and external legal representation. Legacy Partners is a WMBE eligible firm, representing both WMBE and non-WMBE clientele in all markets.
