SAN FRANCISCO, CACRD 297876Latest ADV June 29, 2026
Legalist is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated June 27, 2025, reports $1.0B in regulatory assets under management, 36 employees, and 15 accounts.
Assets Under Management
$1.9B
Employees
36
Offices
--
Total Clients
17
Primary office
SAN FRANCISCO, CA
101 CALIFORNIA STREET, SUITE 3025, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 88.2% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
88.2%
15
2
SMA
11.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of June 29, 2026
Discretionary77.5%
$1.5B
78% of total RAUM77.5%
Non-discretionary22.5%
$430M
22% of total RAUM22.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.9B
Total Accounts17
10Y AUM Change+$1.8B (+1637.1%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees36
Clients per Employee0:1
10Y Employee Change+25 (+227.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.