Legalist

Private Equity SEC-registered adviser

Legal name: Legalist, Inc.

San Francisco, CA Website LinkedIn

AUM

$1.9B
Regulatory AUM

Private funds

13
Private Equity 13

Private fund assets

$1.5B
Gross asset value

Employees

36

Last Form D raise

Apr 2026
Most recent fund filing

From SEC Form ADV filing (filed Jun 29, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

C
Chief Investment Officer
E
Chief Executive Officer

Funds(13)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Legalist Fund IV LPPrivate Equity$412.9M$414.2M195Apr 2026Warm
Legalist Dip Fund II, LPPrivate Equity$65.7M$69.5M15Aug 2022Cold
Legalist Fund III, LPPrivate Equity$267.9M$218.6M35Nov 2021Cold
Legalist Dip Fund I, LPPrivate Equity$23.3M——Aug 2020Cold
Legalist Dip SPV II, LPPrivate Equity$11.8M——Aug 2020Cold
Legalist SPV Fund I, LPPrivate Equity$6K$30.0M1Jun 2020Cold
Legalist Fund II, L.P.Private Equity$62.7M——Jun 2019Cold
Legalist Fund I, L.P.Private Equity$1.6M——Aug 2017Cold
Legalist Government Receivables Fund, LPPrivate Equity$447.0M———
Legalist SPV III, LPPrivate Equity$103.9M———
Legalist Dip Offshore Fund II, LTDPrivate Equity$58.9M———
Legalist Dip Offshore Fund I, LTDPrivate Equity$22.7M———
Legalist SPV II, LPPrivate Equity$6.5M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
297876
SEC file number
801-117830

Sources