Data / Investment advisers / California / Legato Capital Management, LLC
Legato Capital Management, LLC, San Francisco, CA: $1.3 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Legato Capital Management, LLC is an SEC registered investment adviser with its main office in San Francisco, California and reports $1.3 billion in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include state and municipal governments, insurance companies and pension and profit sharing plans. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 131704
- SEC file number
- 801-64653
- SEC status
- Approved, effective August 31, 2005
- Main office
- 111 Pine Street Suite #1700, San Francisco, CA 94111
- Phone
- (415) 821-8585
- Website
- legatocm.com
- Regulatory AUM
- $1,259,674,224 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $1,259,674,224
- Accounts
- 8
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 6 | $802.5 million |
| Insurance companies | 1 | $433.9 million |
| Pension and profit sharing plans | 1 | $23.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.26 billion | March 23, 2026 |
| December 1, 2025 | $1.04 billion | March 26, 2025 |
Other advisers in San Francisco
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Permira Credit LLC | San Francisco | $1.34 billion | 3 | adviserinfo.sec.gov |
| Chequers Financial Management LLC | San Francisco | $1.31 billion | Not listed | adviserinfo.sec.gov |
| Framework Ventures | San Francisco | $1.28 billion | 6 | adviserinfo.sec.gov |
| PFM Health Sciences, LP | San Francisco | $1.27 billion | 4 | adviserinfo.sec.gov |
| Belveron Real Estate Partners, LLC | San Francisco | $1.27 billion | 39 | adviserinfo.sec.gov |
| One Wealth Advisors, LLC | San Francisco | $1.25 billion | Not listed | adviserinfo.sec.gov |
| Architect Capital Corp. | San Francisco | $1.23 billion | 21 | adviserinfo.sec.gov |
| Moment Partners, LLC | San Francisco | $1.19 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Francisco, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving insurance companies
- Legato Capital Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.