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G-LEGION, LLC

CRD 286297File 801-108880
APPROVED
Filing as of Jul 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.6M
Bottom 25% of cohort (national)
Discretionary AUM
$12.6M
Clients
1
1 accounts
Employees
5
Bottom 25% of cohort in IL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
CHRO
Registration date
Jan 9, 2017
Principal office
111 W JACKSON BLVD SUITE 2220, CHICAGO, IL, 60604
Phone
(312) 786-5000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$12.6M
Discretionary AUM
$12.6M
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$12.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$12.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees75decreased by2
Apr 1, 2026AUM$12,033,281$12,615,540increased by$582,259
Dec 1, 2025
vs May 1, 2025
Employees207decreased by13
Dec 1, 2025
vs May 1, 2025
Clients5221decreased by521
Dec 1, 2025
vs May 1, 2025
AUM$1,022,315,757$12,033,281decreased by$1,010,282,476
Dec 1, 2025
vs May 1, 2025
Accounts5221decreased by521
May 1, 2025
vs Oct 1, 2022
Employees2120decreased by1
May 1, 2025
vs Oct 1, 2022
Clients444522increased by78
May 1, 2025
vs Oct 1, 2022
AUM$1,132,358,033$1,022,315,757decreased by$110,042,276
May 1, 2025
vs Oct 1, 2022
Accounts444522increased by78
Apr 1, 2022Employees1821increased by3
Apr 1, 2022Clients417444increased by27
Apr 1, 2022AUM$898,036,791$1,132,358,033increased by$234,321,242
Apr 1, 2022Accounts417444increased by27
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “G-LEGION” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“G-LEGION” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.