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| Happy Holidays!! thanks for using AUM13F!! |
| Legalist Inc
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| CRD # | 297876 |
| SEC # | 801-117830 |
| CIK # | |
| AUM | $1.0 B (2025-06-27) |
| Employees | 36 (44% Investors, 0% Brokers) |
| Phone | 415-570-7878 |
| Address | 2700 19th Street San Francisco, CA 94110 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Legalist Fund IV LP | [2025-06-27] | 77.8 | 100.2 |
| PE | Legalist Government Receivables Fund LP | [2024-07-01] | 0.0 | 150.8 |
| PE | Legalist DIP Fund II LP | [2023-06-29] | 69.5 | 59.3 |
| PE | Legalist DIP Offshore Fund II Ltd | 2023-06-29 | 58.1 | |
| PE | Legalist DIP Offshore Fund I Ltd | 2022-06-29 | 48.4 | |
| PE | Legalist Fund III LP | [2022-06-29] | 218.6 | 291.8 |
| PE | Legalist SPV III LP | 2022-06-29 | 103.2 | |
| PE | Legalist SPV II LP | 2022-06-29 | 6.6 | |
| PE | Legalist DIP Fund I LP | [2021-07-01] | 0.0 | 49.9 |
| PE | Legalist DIP SPV II LP | [2021-07-01] | 0.0 | 29.4 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 14 | 999.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 30.0 |
| Total | 15 | 1,029.0 |
| By Discretionary | ||
| Discretionary | 14 | 999.0 |
| Non-Discretionary | 1 | 30.0 |
| Total | 15 | 1,029.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 106.5 | |
| United States Persons | 922.5 | |
| Total | 15 | 1,029.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Legalist Inc | 7 | |||
| Christian Haigh | 7 | |||
| Yingchong Shang | 6 | |||
| Eva Shang | 5 | |||
| Joseph Delgado | 5 | |||
| Legalist DIP GP LLC | 3 | |||
| Daniel Deserto | 2 | |||
| Legalist DIP GP II LLC | 1 | |||
| Legalist GP II LLC | 1 | |||
| Daylesford GP I LLC | 1 | |||
| View All | ||||
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