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LEGATO CAPITAL MANAGEMENT, LLC
CRD 131704File 801-64653
APPROVED
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.26B
Above cohort median (national)
Discretionary AUM
$1.26B
Clients
8
8 accounts
Employees
4
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 31, 2005
- Principal office
- 111 PINE STREET, SUITE #1700, SAN FRANCISCO, CA, 94111
- Phone
- 415-821-8585
- Website
- HTTP://WWW.LEGATOCM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.26B
- Discretionary AUM
- $1.26B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $157.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | Fewer than 5 | $433.9M |
| Pension and profit sharing plans | Fewer than 5 | $23.3M |
| State or municipal government entities | 6 | $802.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Custody | Yes | No | |
| Apr 1, 2026 | Clients | 9 | 8 | decreased by1 |
| Apr 1, 2026 | AUM | $1,041,988,852 | $1,259,674,224 | increased by$217,685,372 |
| Apr 1, 2026 | Accounts | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 4 | decreased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 8 | 9 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,927,359,219 | $1,041,988,852 | decreased by$885,370,367 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 11 | 9 | decreased by2 |
| Apr 1, 2022 | Clients | 11 | 8 | decreased by3 |
| Apr 1, 2022 | AUM | $1,741,080,890 | $1,927,359,219 | increased by$186,278,329 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEGATO CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEGATO CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.