Legalist

Overview

Legalist operates as a corporate private-equity adviser focused on pooled investment vehicles. Registered with the SEC in 2019, the firm serves institutional clients and acts in sponsor/GP roles for its funds. Its advisory work centers on portfolio management for pooled investment vehicles rather than one-off capital allocation: the firm is not identified as a capital allocator. Compensation is a mix of percentage-of-assets fees and performance-based fees. Legalist does not identify as an active ESG investor. Ownership is listed as a combination of a domestic entity and individual interests.

Assets & Accounts

Investments & Alternatives