Regional alternative asset manager focused on real estate, structured finance and credit solutions for institutional and high-net-worth clients. Legacy Capital Group California, Inc. operates as a sponsor and servicer offering acquisition financing, asset management and disposition strategies across California markets, emphasizing value-add property plays and middle‑market loans. Typically positioned for yield and capital preservation in local CRE cycles.
Regional alternative asset manager focused on real estate, structured finance and credit solutions for institutional and high-net-worth clients. Legacy Capital Group California, Inc. operates as a sponsor and servicer offering acquisition financing, asset management and disposition strategies across California markets, emphasizing value-add property plays and middle‑market loans. Typically positioned for yield and capital preservation in local CRE cycles.
Regional alternative asset manager deploying concentrated capital into California commercial real estate and middle‑market credit with a yield‑oriented, capital‑preservation bias. Investment decisions prioritize value‑add property plays, structured finance and sponsored loans where local market intelligence and active asset management can compress risk and accelerate stabilization. Capital allocation favors flexible capital structures—acquisition financing, mezzanine and whole loans—with disciplined underwriting, downside protection, opportunistic dispositions and alignment to institutional and high‑net‑worth investor objectives.
Regional alternative asset manager deploying concentrated capital into California commercial real estate and middle‑market credit with a yield‑oriented, capital‑preservation bias. Investment decisions prioritize value‑add property plays, structured finance and sponsored loans where local market intelligence and active asset management can compress risk and accelerate stabilization. Capital allocation favors flexible capital structures—acquisition financing, mezzanine and whole loans—with disciplined underwriting, downside protection, opportunistic dispositions and alignment to institutional and high‑net‑worth investor objectives.
| Trades 3792 | Longs Won 2458/3792 64% | Profit Factor 6.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $261,257.58 |
| Average Win $68,145.27 | Best Trade (Jul 17) $12.24M | Sharpe Ratio -80.59 |
| Average Loss -$19,830.96 | Worst Trade (Mar 31) -$1.34M | Z-Score -5.91 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $37,203.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |