Legalist, Inc.
- Regulatory AUM
- $1.9B
- Discretionary
- $1.5B
- Clients
- 17
- Avg AUM / client
- $113M
- Accounts
- 17
- Employees
- 36
AUM over time
Annual snapshots from Form ADV filings · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 15 | $1.5B | 77.5% |
| Other | 2 | $430M | 22.5% |
Private funds (12)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $973M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Legalist Fund Iii, Lp | Other Private Fund | Delaware | $304M | 77 |
| Legalist Government Receivables Fund, Lp master | Other Private Fund | Delaware | $131M | 88 |
| Legalist Fund Ii, L.P. | Other Private Fund | Delaware | $122M | 40 |
| Legalist Spv Iii, Lp | Other Private Fund | Delaware | $102M | 1 |
| Legalist Spv Fund I, Lp | Other Private Fund | Delaware | $58.6M | 1 |
| Legalist Dip Fund Ii, Lp | Other Private Fund | Delaware | $57.0M | 44 |
| Legalist Dip Offshore Fund Ii, Ltd | Other Private Fund | Cayman Islands | $53.9M | 13 |
| Legalist Dip Fund I, Lp | Other Private Fund | Delaware | $49.0M | 34 |
| Legalist Dip Offshore Fund I, Ltd | Other Private Fund | Cayman Islands | $49.0M | 4 |
| Legalist Dip Spv Ii, Lp | Other Private Fund | Delaware | $28.0M | 3 |
| Legalist Fund I, L.P. | Other Private Fund | Delaware | $11.5M | 14 |
| Legalist Spv Ii, Lp | Other Private Fund | Delaware | $6.2M | 1 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Haigh, Christian, Gwilym Benedict | Chief Investment Officer | Mar 2016 (10y) | 25% – 50% | |
| Shang, Yingchong | Chief Executive Officer | Mar 2016 (10y) | 25% – 50% | |
| Rice, Brian, Thomas | Chief Operating Officer | Jun 2020 (6y) | Less than 5% | |
| Li, Michael, C | Chief Compliance Officer/Director Of Finance | Dec 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Y Combinator Investments, Llc Series S16 | Investor | May 2016 | A | 5% – 10% |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (12, $973M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Legalist Fund Iii, Lp | Other Private Fund | $304M | $500K | 77 |
| Legalist Government Receivables Fund, Lp | Other Private Fund | $131M | $5.0M | 88 |
| Legalist Fund Ii, L.P. | Other Private Fund | $122M | $500K | 40 |
| Legalist Spv Iii, Lp | Other Private Fund | $102M | $1.0M | 1 |
| Legalist Spv Fund I, Lp | Other Private Fund | $58.6M | $30.0M | 1 |
| Legalist Dip Fund Ii, Lp | Other Private Fund | $57.0M | $1.0M | 44 |
| Legalist Dip Offshore Fund Ii, Ltd | Other Private Fund | $53.9M | $1.0M | 13 |
| Legalist Dip Fund I, Lp | Other Private Fund | $49.0M | $500K | 34 |
| Legalist Dip Offshore Fund I, Ltd | Other Private Fund | $49.0M | $500K | 4 |
| Legalist Dip Spv Ii, Lp | Other Private Fund | $28.0M | $1.0M | 3 |
| Legalist Fund I, L.P. | Other Private Fund | $11.5M | $100K | 14 |
| Legalist Spv Ii, Lp | Other Private Fund | $6.2M | $3.5M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 4.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗