Legato Capital Management, LLC

Fee-Only (% of Portfolio)

Legato Capital Management, LLC is a registered investment advisor specializing in institutional asset management, such as public and private pension plans and charitable organizations. Operating as a manager-of-managers, Legato builds customized equity portfolios by selecting, hiring, and monitoring third-party money managers, known as sub-advisors. The firm focuses on combining complementary investment styles across domestic and international asset classes, including small-cap, large-cap, and emerging markets. Legato integrates manager selection, asset allocation, and ongoing risk management to meet the specific investment objectives and guidelines of each institutional client.

Assets Under Management$1.3B
Clients8
Advisors1
Avg. per Client$160M
Avg. per Advisor$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
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Estimated Annual Fee
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Location

1 Advisors at this firm

Legato Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor