LEGALIST, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 297876). Regulatory assets under management: $1.9B.
Compensation: % of AUM, Performance.
Clients served: Investment cos.
| Name | Role | Location |
|---|---|---|
| Eva Shang | CHIEF EXECUTIVE OFFICER | San Francisco, CA |
| Yingchong Shang | CHIEF EXECUTIVE OFFICER | San Francisco, CA |
| Christian Gwilym Benedict Haigh | CHIEF INVESTMENT OFFICER | — |
| Brian Thomas Rice | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | — |
| Brian Thomas Montgomery | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| LI DANIEL C | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE | — |
| SHANG YINGCHONG | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & PRESIDENT; CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HAIGH CHRISTIAN GWILYM BENEDICT | CHIEF INVESTMENT OFFICER; CHIEF TECHNOLOGY OFFICER | — |
| LIU XIANGYU | CHIEF FINANCIAL OFFICER | — |
| SMOLAR CURTIS EDWARD | GENERAL COUNSEL | — |
| RICE BRIAN THOMAS | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| LEGALIST GOVERNMENT RECEIVABLES FUND, LP | Private Equity Fund | Delaware | 187 | $447.0M | $100K |
| LEGALIST FUND IV LP | Private Equity Fund | Delaware | 192 | $412.9M | $1.0M |
| LEGALIST FUND III, LP | Private Equity Fund | Delaware | 76 | $267.9M | $500K |
| LEGALIST SPV III, LP | Private Equity Fund | Delaware | 1 | $103.9M | $1.0M |
| LEGALIST DIP FUND II, LP | Private Equity Fund | Delaware | 44 | $65.7M | $1.0M |
| LEGALIST FUND II, L.P. | Private Equity Fund | Delaware | 40 | $62.7M | $500K |
| LEGALIST DIP OFFSHORE FUND II, LTD | Private Equity Fund | Cayman Islands | 14 | $58.9M | $1.0M |
| LEGALIST DIP FUND I, LP | Private Equity Fund | Delaware | 34 | $23.3M | $500K |
| LEGALIST DIP OFFSHORE FUND I, LTD | Private Equity Fund | Cayman Islands | 5 | $22.7M | $500K |
| LEGALIST DIP SPV II, LP | Private Equity Fund | Delaware | 3 | $11.8M | $1.0M |
| LEGALIST SPV II, LP | Private Equity Fund | Delaware | 1 | $6.5M | $3.5M |
| LEGALIST FUND I, L.P. | Private Equity Fund | Delaware | 14 | $1.6M | $100K |
| LEGALIST SPV FUND I, LP | Private Equity Fund | Delaware | 1 | $6K | $30.0M |