LEGALIST
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 297876
- Registered since
- December 20, 2019
- Website
- www.legalist.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles97.08%
- Other2.92%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Legalist operates as a corporation and is classified as an "Other Fund Provider." Established in 2019, the firm focuses on portfolio management for pooled investment vehicles, catering primarily to institutional clients. Legalist does not engage in capital allocation or serve as a pension consultant, and it is not an active ESG investor. The firm has built a reputation for its specialized investment activities and maintains affiliations with other investment advisers and sponsors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3BRIAN RICE
Chief Operating Officer & General CounselCRD 7269407
BRIAN MONTGOMERY
Chief Financial OfficerCRD 5704797
YINGCHONG SHANG
Chief Executive OfficerCRD 7002762
Contacts
1 of 1CHRISTIAN HAIGH
Executive Chairman & Co-FounderCRD 7002763
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 2700 19th St
- Time zone
- PT (UTC-8)
- Office locations
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