Our DNA
A new generation of family office more capable of helping families secure their legacies for generations to come.
The origins of Legacy Knight
Legacy Knight was founded in 2019 because high-net-worth families were being underserved by traditional firms that did not prioritize relationships or original thinking. We exist to give families a better option — and the opportunity to achieve more.
Our vision was to offer high-net-worth families access to the same resources and opportunities that once were available only to billionaire families and institutions. Through high-touch services and bespoke strategies, we enable you to turn first-generation wealth into a multigeneration legacy of prosperity.
While our job is to keep your family wealthy and doing what you love most, above all else we are in the business of building and maintaining your trust.
How we have grown
Legacy Knight has seen strong organic growth since our founding in 2019.
Over the years, we have expanded our capabilities and evolved our approach to serve you at the highest level possible. This has led to a comprehensive suite of services and a platform that allows you to achieve your long-term goals.
Legacy Knight founded by Matthew Ogle and Abe Minkara.
Raised initial Seed funding round backed by strategic families and family offices.
Formed Advisory Board with four members.
Moved into first office on Knight Street.
Launch of Family Office and Thematic Investing platform.
Participated in Series C funding round for Oura.
Organically grew assets under management to $100 million.
Expanded team to four professionals.
Launch of Legacy Knight Capital Partners (LKCP) platform.
Launched LKCP Real Estate Fund I.
LKCP led Series B-1 funding round into Cart.com with a $50 million investment.
Registered Investment Advisor with the Securities & Exchange Commission1.
Expanded team to six professionals.
Launched LKCP Real Estate Fund II.
LKCP participated in Series B funding round into Lessen.
Organically grew assets under management to $1 billion.
Expanded team to 11 professionals.
LKCP led Series C funding round into Cart.com with a $10 million investment.
LKCP participated in minority investment into Stonepeak Infrastructure Partners alongside Blue Owl.
Expanded team to 12 professionals.
Expanded Advisory Board to five members.
Ranked by Citywire as fastest growing Registered Investment Advisor (RIA) in Texas2.
Launch of Outsourced Chief Investment Officer (OCIO) platform.
Expanded team to 17 professionals.
Moved into new office at Maple Terrace.
Launched refreshed Legacy Knight visual branding and website.
Organically grew assets under management to $2.8 billion3.
Expanded team to 22 professionals.
Guided by our principles
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Grow your wealth and protect your legacy.
We are invested in enhancing and securing your family’s wealth for generations. The journey starts with understanding your unique objectives and leads to real peace of mind.