Legato Capital Management LLC is a large advisory firm based in San Francisco. It manages $1.4 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California and Texas.
Legato Capital Management provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Legato Capital Management LLC is $1.4 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1019% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Legato Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Alan J Kessler has been acting as President since 1 Mar 2007. Victor Louis Hymes has served as the Chief Investment Officer since 1 Apr 2004. 1999 Victor And Kathy Hymes Revocable Trust Udt Dated October 28 joined the executive team most recently as the Member.
The principal office where Legato Capital Management LLC performs its advisory services is located at 111 Pine Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-821-8585 or by fax 877-838-8304. The normal business hours are 8:00 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at legatocm.com.