Legato Capital Management, LLC

RIASEC RegisteredEst. 2005

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$157M

Accounts

8

Employees

4

Advisory reps

3

Firm details

Headquarters: San Francisco, California
CRD number: 131704
Registered since: August 31, 2005
Website: legatocm.com
Custodians: STATE STREET BANK AND TRUST COMPANY, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government63.7%
Insurance Companies34.45%
Pension & Profit Sharing Plans1.85%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Legato Capital Management, LLC is an SEC-registered institutional RIA formed in 2005 and organized as an LLC. The firm serves an institutional client base and functions as a capital allocator, providing portfolio management for pooled investment vehicles and for businesses or institutions, and it also engages in selecting other advisers. Its fee arrangements include both percentage-of-AUM and performance-based components. Legato does not identify as an ESG-focused manager and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

2 of 2

Victor Hymes
President and CEOCRD 1164580
Diana Tamhankar
Chief Investment StrategistCRD 4990808

Contacts

1 of 1

Benjamin Hymes
Director of ResearchCRD 8231835

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: San Francisco
Address: 111 Pine St
Time zone: PT (UTC-8)
Office locations

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