LEGALIST, INC.
Legal name: LEGALIST
CRD #297876 SEC #801-117830 SAN FRANCISCO, CA 415-570-7878
SEC Registered Private Funds
Total AUM
$1B
Discretionary
$999M
Employees
36
Clients
--
Accounts
15
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $1B | $999M | $30M | 36 | 0 |
| Apr 2025 | $973.5M | $973.5M | $0 | 33 | 0 |
| Jul 2024 | $973.5M | $973.5M | $0 | 33 | 0 |
| Feb 2024 | $819.7M | $819.7M | $0 | 34 | 0 |
| Sep 2023 | $819.7M | $819.7M | $0 | 34 | 0 |
| Jun 2023 | $819.7M | $819.7M | $0 | 34 | 0 |
| Nov 2022 | $667.5M | $667.5M | $0 | 44 | 0 |
| Jun 2022 | $667.5M | $667.5M | $0 | 44 | 0 |
| Jan 2022 | $218.7M | $218.7M | $0 | 20 | 0 |
| Jul 2021 | $218.7M | $218.7M | $0 | 20 | 0 |
| Oct 2020 | $140.3M | $140.3M | $0 | 15 | 0 |
| Jun 2020 | $140.3M | $140.3M | $0 | 15 | 0 |
| Apr 2020 | $110.3M | $110.3M | $0 | 11 | 0 |
| Nov 2019 | $110.3M | $110.3M | $0 | 11 | 0 |
DateJun 2025
Total AUM$1B
Discretionary$999M
Non-Disc.$30M
Employees36
Clients0
DateApr 2025
Total AUM$973.5M
Discretionary$973.5M
Non-Disc.$0
Employees33
Clients0
DateJul 2024
Total AUM$973.5M
Discretionary$973.5M
Non-Disc.$0
Employees33
Clients0
DateFeb 2024
Total AUM$819.7M
Discretionary$819.7M
Non-Disc.$0
Employees34
Clients0
DateSep 2023
Total AUM$819.7M
Discretionary$819.7M
Non-Disc.$0
Employees34
Clients0
DateJun 2023
Total AUM$819.7M
Discretionary$819.7M
Non-Disc.$0
Employees34
Clients0
DateNov 2022
Total AUM$667.5M
Discretionary$667.5M
Non-Disc.$0
Employees44
Clients0
DateJun 2022
Total AUM$667.5M
Discretionary$667.5M
Non-Disc.$0
Employees44
Clients0
DateJan 2022
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees20
Clients0
DateJul 2021
Total AUM$218.7M
Discretionary$218.7M
Non-Disc.$0
Employees20
Clients0
DateOct 2020
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$140.3M
Discretionary$140.3M
Non-Disc.$0
Employees15
Clients0
DateApr 2020
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees11
Clients0
DateNov 2019
Total AUM$110.3M
Discretionary$110.3M
Non-Disc.$0
Employees11
Clients0