Legacy Trust Company began in 1984 as a family office trust company serving a Texas family. It has since become a nationally chartered, full service trust company with $4 billion in assets under administration. Its trust and investment professionals are well versed in family wealth issues. Legacy Trust has offices in Houston, Texas and Wilmington, Delaware, and serves clients throughout the United States. As of February 08, 2024, the investment portfolio was valued at $4 billion and held private equity, real estate, hedge funds, infrastructure, real assets, natural resources, publicly traded equities, fixed-income securities, and other alternative asset classes. On that date the private equity portfolio was valued at $300 million, or 7.5% of the total portfolio. Private equity investments include buyouts, diversified private equity, and private equity growth expansion strategies.
| Investor | Type | Based in | Focus | AUM | Contacts |
|---|---|---|---|---|---|
| RJ Family Office | Multi family office | Singapore | Real estate | $3.7T | 1 |
| Norges Bank Investment Management | Sovereign Wealth Fund | Oslo, Norway | Core | $1.8T | 1 |
| Morgan Stanley Investment Management | Fund of Funds | New York | Debt & credit · Core · Co-investment | $1.6T | 1 |
| SEI Investments | Fund of Funds | Oaks | Multifamily · Industrial | $1.5T | 4 |
| Blackstone Group - Fund of Funds and Secondary | Fund of Funds | New York | Multifamily · Industrial · Core | $1.1T | 16 |
| National Pension Service | Public Pension Fund | Jeonju-si, South Korea | Core · Co-investment | $800B | 1 |
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