# LEGALIST, INC.

LEGALIST, INC. of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 297876
- Type: SEC-registered investment adviser
- SEC file number: 801-117830
- Location: 101 CALIFORNIA STREET, SUITE 3025, SAN FRANCISCO, CA, 94111
- Phone: 415-570-7878
- Latest filing: 2026-06-29
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.5B
- Non-discretionary AUM: $430.0M
- Clients: 36
- Accounts: 17

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| [Eva Shang](https://search.stillhousedata.com/person/86085) | CHIEF EXECUTIVE OFFICER | San Francisco, CA |
| [Yingchong Shang](https://search.stillhousedata.com/person/282570) | CHIEF EXECUTIVE OFFICER | San Francisco, CA |
| [Christian Gwilym Benedict Haigh](https://search.stillhousedata.com/person/669841) | CHIEF INVESTMENT OFFICER | — |
| [Brian Thomas Rice](https://search.stillhousedata.com/person/696408) | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | — |
| [Brian Thomas Montgomery](https://search.stillhousedata.com/person/696409) | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| [LI DANIEL C](https://search.stillhousedata.com/person/855441) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE | — |
| [SHANG YINGCHONG](https://search.stillhousedata.com/person/857609) | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & PRESIDENT; CHIEF EXECUTIVE OFFICER, PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| [HAIGH CHRISTIAN GWILYM BENEDICT](https://search.stillhousedata.com/person/857610) | CHIEF INVESTMENT OFFICER; CHIEF TECHNOLOGY OFFICER | — |
| [LIU XIANGYU](https://search.stillhousedata.com/person/857611) | CHIEF FINANCIAL OFFICER | — |
| [SMOLAR CURTIS EDWARD](https://search.stillhousedata.com/person/857612) | GENERAL COUNSEL | — |
| [RICE BRIAN THOMAS](https://search.stillhousedata.com/person/860747) | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |


## Private funds (13)

| Fund | Type | Formed | Owners | GAV | 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 |


## Fund service providers (2)

- custodian: LEGALIST FUND IV (OFFSHORE), LP
- custodian: LEGALIST GOVERNMENT RECEIVABLES (OFFSHORE) FUND, LP

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297876/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297876/similar
- Related entities: https://search.stillhousedata.com/firm/297876/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297876

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.