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LEGATO CAPITAL MANAGEMENT, LLC
111 Pine Street
Suite #1700
San Francisco, California 94111
Tel: 415-821-8585
About LEGATO CAPITAL MANAGEMENT, LLC
LEGATO CAPITAL MANAGEMENT, LLC, formally registered with the SEC as LEGATO CAPITAL MANAGEMENT, LLC. The firm was established in 08/31/2005. They have over 1 offices throughout the country.
LEGATO CAPITAL MANAGEMENT, LLC is a San Francisco, California based Financial Planning firm with nearly $1,009,560,089 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131704 |
| SEC# | 801-64653 |
| Assets Managed by Firm | $1,009,560,089 |
| No. of Clients | 10 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 10 | $1,009,560,089 |
| Pension and profit sharing plans | Fewer than 5 clients | $17,714,665 |
| Corporations or other businesses | Fewer than 5 clients | $880,068 |
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