Legacy Knight, a Dallas-based multi-family office managing $1.5 billion in assets, is gearing up for a $20 million Series A capital raise from the high-net-worth families it serves.
According to CEO and founding partner Matthew Ogle, part of the funds will support company growth, while some will replace existing investors through a tender offer.
Legacy Knight plans to expand by hiring a chief investment officer and launching an outsourced CIO platform. The firm, which serves over 100 families with at least $20 million in investable assets, was recently named Texas’ fastest-growing RIA.
Legacy Knight has two core service platforms: the “Legacy” track, which manages full net worth for families, and the “Knight” track, providing access to thematic private investments.
Ogle, who co-founded Legacy Knight after leaving Crow Holdings Capital, previously raised $2.5 million in seed funding. With this new capital raise, Legacy Knight aims to further align with its clients, offering them ownership in the firm and building stronger relationships.
