LEGALIST, INC.
Doing business as LEGALIST. SEC Form ADV profile.
Total regulatory AUM
$1,915,106,194
Discretionary
$1,485,106,194
Non-discretionary
$430,000,000
Firm details
- CRD number
- 297876
- SEC file number
- 801-117830
- Main office
- SAN FRANCISCO, CA, United States
- Employees
- 36
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.