| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Legalist Fund III, LP | Private Equity | $291.8M | $500K |
| Legalist Government Receivables Fund, LP | Private Equity | $150.8M | $100K |
| Legalist SPV III, LP | Private Equity | $103.2M | $1M |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Thomas Montgomery Control | Chief Financial Officer | Under 5% | 2024 |
| Brian Thomas Rice Control | General Counsel | Under 5% | 2024 |
| Brian Thomas Rice Control | Chief Compliance Officer | Under 5% | 2025 |
Legalist, Inc. reports $1 billion in regulatory assets under management on its Form ADV.
Legalist, Inc. manages 13 private funds with combined gross assets of $999 million.
Legalist, Inc. reports 36 employees.
Legalist, Inc. is based in San Francisco, CA and has been SEC-registered since 2019.
Legalist, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2700 19th Street, Suite 3025, San Francisco, CA 94110 |
| Phone | 415-570-7878 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $999M |
| Non-discretionary | $30M |
| Total (RAUM) | $1.03B |