LEGATO CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2005

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$157M

Accounts

Employees

Advisory reps

Firm details

Headquarters: SAN FRANCISCO, California
CRD number: 131704
Registered since: August 31, 2005
Website: legatocm.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government63.7%
Insurance Companies34.45%
Pension & Profit Sharing Plans1.85%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Legato Capital Management, LLC is an SEC-registered investment adviser organized as a limited liability company and in operation since 2005. The firm describes itself as a capital allocator serving institutional clients and charges clients on a percentage-of-AUM basis with the potential for performance-based fees. Its advisory mandate includes portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, and the selection of third‑party advisers. The firm is not identified as an active ESG investor.