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Adviser Profile

As of Date 06/27/2025
Adviser Type - Large advisory firm
Number of Employees 36 -18.18%
of those in investment advisory functions 16
Registration SEC, Approved, 12/20/2019
Other registrations (2)
Former registrations

LEGALIST, INC.

AUM* 1,029,016,366 54.15%
of that, discretionary 999,016,366 49.66%
Private Fund GAV* 2,249,016,367 174.37%
Avg Account Size 68,601,091 -7.51%
SMA’s No
Private Funds 18 9
Contact Info 415 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

668M 572M 477M 381M 286M 191M 95M
2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count14 GAV$999,016,367
Fund TypeOther Private Fund Count4 GAV$1,250,000,000

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Brochure Summary