Legacy Partners
Highly Engaged Employees

Q: What is Legacy Partners's official website?

Legacy Partners's official website is www.legacypartners.com

Q: What is Legacy Partners's Revenue?

Legacy Partners's revenue is $109 Million

Q: What is Legacy Partners's NAICS code?

Legacy Partners's NAICS: 52,523

Q: How many employees does Legacy Partners have?

Legacy Partners has 501-1,000 employees

Q: What industry does Legacy Partners belong to?

Legacy Partners is in the industry of: Finance , Business Services , Securities Trading

Q: What is Legacy Partners competition?

Legacy Partners top competitors include: Watermark , Berkshire Residential Investments , United Group of Companies , Gene B. Glick Company

Q: What companies has Legacy Partners acquired?

Legacy Partners has acquired the companies: Ygnacio Center

Q: What technology does Legacy Partners use?

Some of the popular technologies that Legacy Partners uses are: WordPress.org, PHP, Google Universal Analytics, Cloudflare CDN

Q: Who is the CFO of Legacy Partners?

Legacy Partners's CFO is Gary Rossi

Q: How do I contact Legacy Partners?

Legacy Partners contact info: Phone number: (650) 571-2250 Website: www.legacypartners.com

Finance · California, United States · 501-1,000 Employees

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Overview

Headquarters

950 Tower Ln Ste 900, Foster City, Calif...

Phone Number

(650) 571-2250

Website

www.legacypartners.com

Revenue

$109 Million

Industry

About Legacy Partners

Legacy Partners specializes in transforming businesses into lasting legacies, drawing on over 15 years of experience in M&A and strategic planning. Their services include mergers and acquisitions, fundraising, financial evaluation, and operational optimization. The company primarily targets clients in the educational sector and other industries, aiming to maximize transaction outcomes. With a team of experienced professionals, they are dedicated to creating prosperous legacies for their clients.Explore more

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SIC Code 62,621NAICS Code 52,523Show more

Legacy Partners Org Chart

W. Henry

Chief Executive Officer

Phone

Gary Rossi

Chief Financial Officer

Phone

Russell Riopelle

Chief Financial Officer & Managing Director

Phone

Robert Calleja

Chief Financial Officer

Phone

Patrick Ring

President

Phone

Jeep Denison

President

Phone

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Brian McNally

Acquisitions Vice President, Development

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Partners

$109M

501-1,000

Private

$8M

1968

W. HenryCEO

AEW

$896.6M

501-1,000

Private

1981

Adam SchwankManaging Director

Gene B. Glick Company

$671.1M

501-1,000

Private

1947

Stacey SundermanChief Financial & Operating Officer

GID

$625.3M

1K - 5K

Private

1960

Lauren McDermottManaging Director

United Group of Companies

$307.4M

201-500

Private

$14.3M

1972

Dev MangatCEO

Berkshire Residential Inv...

$110.8M

501-1,000

Private

1966

Olivia LubeckCEO & Co-Founder

Watermark

$63M

201-500

Private

<$5M

2018

Erin ShyCEO At Watermark

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Legacy Partners Tech Stack

A closer look at the technologies used by Legacy Partners

WordPress.org

Automattic

PHP

Google Universal Analytics

Google

Cloudflare CDN

Cloudflare

See more technologies

Top Finance Companies

Frequently Asked Questions Regarding Legacy Partners

What is Legacy Partners's official website?

Legacy Partners's official website is www.legacypartners.com

What is Legacy Partners's Revenue?

Legacy Partners's revenue is $109 Million

What is Legacy Partners's SIC code?

Legacy Partners's SIC: 62,621

What is Legacy Partners's NAICS code?

Legacy Partners's NAICS: 52,523

How many employees does Legacy Partners have?

Legacy Partners has 501-1,000 employees

What industry does Legacy Partners belong to?

Legacy Partners is in the industry of: Finance, Business Services, Securities Trading

What is Legacy Partners competition?

Legacy Partners top competitors include: Watermark, Berkshire Residential Investments, United Group of Companies, Gene B. Glick Company

What companies has Legacy Partners acquired?

Legacy Partners has acquired the companies: Ygnacio Center

What technology does Legacy Partners use?

Some of the popular technologies that Legacy Partners uses are: WordPress.org, PHP, Google Universal Analytics, Cloudflare CDN

Who is the CFO of Legacy Partners?

Legacy Partners's CFO is Gary Rossi

How do I contact Legacy Partners?

Legacy Partners contact info: Phone number: (650) 571-2250 Website: www.legacypartners.com

What does Legacy Partners do?

What are Legacy Partners social media links?

Legacy Partners Linkedin page Legacy Partners Twitter page Legacy Partners Facebook page

Who invested in Legacy Partners?

Legacy Partners has 3 investors including PPP and Collier Enterprises.

Is Legacy Partners a public company?

Legacy Partners is private company therefore does not currently have an official ticker symbol

See more information about Legacy Partners

Legacy Partners Latest Hires and Their Positions

Legacy Partners is expanding and recently hired new employees. Here are the latest additions to the team.

Latisha Collins

Manager, Property

Joined Sep 1, 2026

Phone

Catherine Davis

Regional Portfolio Manager

Joined Dec 1, 2025

Phone

Adam Webber

Manager, Business, Leaae-Up

Joined Nov 1, 2025

Phone

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