Legato Capital Management, LLC

Assets Under Management

$1.0B

Number of Clients

9

Number of Advisors

1

Average Client AUM

$115.8M

AUM per Advisor

$1.0B

Compensation

Fee-Only (AUM)

About This Firm

Legato Capital Management serves as a manager-of-managers for institutional clients, building customized multi-manager long-only equity portfolios across various asset classes, styles, and capitalization sizes. They integrate manager selection, asset allocation, and risk management. Legato typically utilizes sub-advisers that are characterized as “entrepreneurial managers.” Advisory services are tailored to each client's needs.

Fee Structure

Minimum Investment:$25M
Financial Planning:Investment management only

Legato's fees are established on a client-by-client basis and are typically based on a percentage of assets under management. The fees are generally inclusive of the sub-advisers' fees. Legato also receives flat fees for advisory services. All fees are subject to negotiation and can differ from the stated fee based on factors such as the type of mandate, size of the portfolio, and complexity of the relationship or strategy. Fees are payable quarterly, in arrears.

Areas of Practice
Investment Management
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Location

111 Pine Street, Suite #1700, San Francisco, CA, 94111

1 Advisors at this firm

Legato Capital Management, Llc | AdvisorDiscover