Saperston Legacy Advisors, Inc.
Saperston Legacy Advisors, Inc. is an SEC-registered mass-market adviser in Hamburg, NY with $180.8M assets under management (AUM, regulatory AUM), +218% over one year. See who owns Saperston Legacy Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105849, SEC 801-121038, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $180.8M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Hamburg, NY
- Employees
- 5
- Clients
- 436
- CRD
- 105849
- Ownership
- SAPERSTON, WILLARD, BASCH; HASENSTAB, DAVID, CHRISTOPHER; WARNER, BRUCE, EDWARD; HILLVIEW III, LLC; SAPERSTON, KRISTINA, LYNN
How much AUM does Saperston Legacy Advisors, Inc. have?
Saperston Legacy Advisors, Inc. reported $180.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Saperston Legacy Advisors, Inc.?
Disclosed owners and executives of Saperston Legacy Advisors, Inc. include SAPERSTON, WILLARD, BASCH, HASENSTAB, DAVID, CHRISTOPHER, WARNER, BRUCE, EDWARD, HILLVIEW III, LLC, SAPERSTON, KRISTINA, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.