Legalist, Inc.
● SEC registered since 2019CRD 297876SEC# 801-117830San Francisco, CA
Ranks #2,229 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.92B
Fund GAV
$1.49B
Private funds
13
Employees
36
Accounts
17
Location
San Francisco, CA
Legalist, Inc. assets under management
Legalist, Inc. is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2019. It reports $1.9 billion in regulatory assets under management and employs 36 people. Legalist, Inc. manages 13 private funds with combined gross assets of $1.5 billion, including Legalist Government Receivables Fund, LP. By regulatory assets, it ranks 2,229 of 6,004 private fund managers.
Legalist, Inc. private funds
13 funds · $1.49B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Legalist Government Receivables Fund, LP | Private Equity | $447M | $100K |
| Legalist Fund IV LP | Private Equity | $412.9M | $1M |
| Legalist Fund III, LP | Private Equity | $267.9M | $500K |
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Join to unlock · $37/moLegalist, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Thomas Montgomery Control | Chief Financial Officer | Under 5% | 2024 |
| Brian Thomas Montgomery Control | Chief Compliance Officer | Under 5% | 2026 |
| Brian Thomas Rice Control | General Counsel | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Legalist, Inc. manage?
Legalist, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
How many private funds does Legalist, Inc. manage?
Legalist, Inc. manages 13 private funds with combined gross assets of $1.5 billion.
How many employees does Legalist, Inc. have?
Legalist, Inc. reports 36 employees.
Where is Legalist, Inc. located?
Legalist, Inc. is based in San Francisco, CA and has been SEC-registered since 2019.
Does Legalist, Inc. disclose fund performance?
Legalist, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 101 California Street, Suite 3025, San Francisco, CA 94111 |
| Phone | 415-570-7878 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.92B▲ 97%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
AUM vs fund managersTop 37%
Larger than 63% of 6,004 private-fund managers
Number of fundsTop 19%
More funds than 81% of fund managers
EmployeesTop 15%
More than 85% of 16,825 advisers
Assets under management
$1.92Bregulatory AUM
Discretionary $1.49BNon-discretionary $430M
Service providers
Auditor
Custodian
Administrator