VH
VH

Victor Hymes

22 Years of Experience
San Francisco, CA

Victor Hymes is a registered investment advisor at Legato Capital Management, LLC, based in San Francisco, CA, with 22 years of industry experience. Victor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $1.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$157.5M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$25M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50.0M0.80%
$50.0M - $100.0M0.75%
$100M+0.70%

Rates shown are for Small Cap strategies. Other asset classes have different fee schedules ranging from 0.50% to 1.15%. Fees are negotiable for larger amounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

433 California Street, 11th Floor, San Francisco, CA, 94104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Victor is a director on the board of Montgomery Street Income Securities, Inc., a closed-end diversified investment company. He joined the board in 2005, spending minimal time on board activities and receiving annual compensation.

Employment History
Current Registrations
Legato Capital Management, LLC
October 2004 - Present · 22 yrs
Previous Registrations
Cazenave Partners LLC
July 2003 - October 2003 · 3 mos
Mlc Ventures, LLC
June 2003 - October 2003 · 4 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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