LEGALIST

LEGALIST, INC.

CRD 297876 · SEC 801-117830

2700 19TH STREET, SAN FRANCISCO, CA, 94110, United States

Phone

415-570-7878

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.03B

Discretionary AUM

$999.0M

Team

36 total employees; 16 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Corporation

Filing date

2025-06-27

Disciplinary history

Services

Portfolio management (pooled vehicles)

Type	Clients	AUM
Pooled investment vehicles	14	$999.0M

Official SEC filing: View on IAPD