Legalist Inc

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Legalist Inc ✚
CRD #	297876
SEC #	801-117830
CIK #
AUM	1,915.1 M (2026-06-29)
Employees	36 (44% Investors, 0% Brokers)
Phone	415-570-7878
Address	101 California Street San Francisco, CA 94111
Source	[IAPD] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
PE	Legalist Fund IV LP	[2025-06-27]		412.9 M
	Offered $200,000,000 · Filed 2026-03-30 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining $200,000,000 · Duration One year or less · Net Assets Decline to Disclose
PE	Legalist Government Receivables Fund LP	[2024-07-01]	0.0 M	447.0 M
	Offered $150,000 · Filed 2013-03-25 (D) · Exemption 506 · Minimum $12,500 · Remaining $125,000 · Duration One year or less · Revenue No Revenues
PE	Legalist Dip Fund II LP	[2023-06-29]	69.5 M	65.7 M
	Offered $250,000,000 · Filed 2022-08-03 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining $180,500,000 · Duration One year or less · Net Assets Decline to Disclose
PE	Legalist Dip Offshore Fund II Ltd	2023-06-29		58.9 M
PE	Legalist Dip Offshore Fund I Ltd	2022-06-29		22.7 M
PE	Legalist Fund III LP	[2022-06-29]	218.6 M	267.9 M
	Offered $300,000,000 · Filed 2021-11-24 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining $81,425,000 · Duration One year or less · Net Assets Decline to Disclose
PE	Legalist SPV III LP	2022-06-29		103.9 M
PE	Legalist SPV II LP	2022-06-29		6.5 M
PE	Legalist Dip Fund I LP	[2021-07-01]		23.3 M
	Filed 2020-08-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
PE	Legalist Dip SPV II LP	[2021-07-01]		11.8 M
	Filed 2020-08-25 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
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	15	1,485.1
(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	2	430.0
Total	17	1,915.1
By Discretionary
Discretionary	15	1,485.1
Non-Discretionary	2	430.0
Total	17	1,915.1
By Non-United States Persons
Non-United States Persons		257.0
United States Persons		1,658.1
Total	17	1,915.1

Form D Directors	Role	# Filings	# Firms
Christian Haigh	Director, Executive Officer	8	2
Legalist Inc	Executive Officer	7	2
Eva Shang	Executive Officer	6	2
Yingchong Shang	Executive Officer	6	2
Joseph Delgado	Executive Officer	5	2
Legalist Dip GP LLC	Executive Officer	3	2
Daniel Deserto	Executive Officer	2	2
Legalist GP IV LLC	Executive Officer	2	2
Daylesford GP I LLC	Executive Officer	1	1
Legalist GP III LLC	Executive Officer	1	1
View All

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
Brooke Private Equity Associates Management LLC ✚	MA	1,942.8 M
Entrepreneurial Equity Partners LP ✚	IL	1,932.1 M
Comvest PE Advisors LLC ✚	FL	1,920.5 M
Carousel Capital Management Company LP ✚	NC	1,912.8 M
Saratoga Management Company LLC ✚	NY	1,898.9 M
Halifax Investment Management LLC ✚	NC	1,898.8 M
Beecken Petty O'Keefe & Company LLC ✚	IL	1,896.2 M
Bow Wave Capital Management LP ✚	NY	1,892.5 M
Clarion Capital Partners LLC ✚	NY	1,890.8 M
DVSM LP ✚	OR	1,888.4 M

Assets, Funds, Holdings