LEGATO CAPITAL MANAGEMENT, LLC
Latest filing: Mar 26, 2025 (112 days ago)
AUM
$1,041,988,852
3% change vs. 1 year ago
-46% change vs. 3 years ago
-34% change vs. 5 years ago
-29% change vs. 10 years ago
Employee Count
4
-33% change vs. 1 year ago
-60% change vs. 3 years ago
-64% change vs. 5 years ago
-56% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
111 PINE STREET, SAN FRANCISCO, CA, UNITED STATES, 94111
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.0 |
| Non-Discretionary | $0.0 |
| Total | $1.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $1.0 |
| Total | $1.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| STATE STREET CORPORATION | QUINCY-MA-USA | $0.5 |
| JPMORGAN | NEW YORK-NY-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $1.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 98% | $1.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 2% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $1.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
1 active representative found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| VICTOR HYMES | SAN FRANCISCO | CA | S63|1983-10-12|S65|1996-09-24 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.0 | $0.0 | 0% | 4 | 0 | 0% |
| 2025-04-21 | $1.0 | $0.0 | 0% | 4 | 0 | 0% |
| 2024-04-02 | $1.0 | $0.0 | 3% | 6 | -2 | -33% |
| 2023-04-04 | $1.4 | -$0.3 | -24% | 8 | -4 | -50% |
| 2022-04-01 | $1.9 | -$0.9 | -46% | 10 | -6 | -60% |
| 2021-04-05 | $1.7 | -$0.7 | -40% | 10 | -6 | -60% |
| 2020-04-01 | $1.6 | -$0.5 | -34% | 11 | -7 | -64% |
| 2019-04-01 | $1.7 | -$0.6 | -38% | 11 | -7 | -64% |
| 2018-04-02 | $2.0 | -$1.0 | -48% | 13 | -9 | -69% |
| 2017-04-01 | $1.6 | -$0.5 | -34% | 7 | -3 | -43% |
| 2016-04-01 | $1.4 | -$0.4 | -26% | 8 | -4 | -50% |
| 2015-04-01 | $1.5 | -$0.4 | -29% | 9 | -5 | -56% |
| 2014-04-01 | $1.9 | -$0.9 | -46% | 12 | -8 | -67% |
| 2013-04-01 | $1.5 | -$0.4 | -30% | 10 | -6 | -60% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-10/06/2004, GA-03/23/2021, NY-03/11/2019, TX-09/02/2015 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV