Our story

Legalist technology powers our investments across our strategies in alternative assets.

About Legalist

Legalist is an institutional alternative asset management firm. The firm uses data-driven technology to invest in credit assets at scale. We combine proprietary sourcing technology with rigorous underwriting expertise to generate risk-adjusted returns for our clients.

Our Story

Legalist founded

2016

Legalist accepted into Y Combinator; initial analytics technology developed.

Litigation Fund I

2017

$10M Litigation Fund I closed, oversubscribed.

First Investment Returned

2018

First litigation finance investment realized.

Litigation Fund II

2019

$100M Litigation Fund II closed, oversubscribed; expansion of underwriting team.

DIP Fund I

2020

$100M closed in DIP Fund I and affiliated vehicles; initial deals returned.

Litigation Fund III

2021

$250M Litigation Fund III closed; growth of institutional grade back office.

DIP Fund II & Government Receivables Fund I

Today

$250M DIP Fund II launched for expansion of mid-market bankruptcy strategy; $100M Government Receivables Fund I, dedicated to lending to underserved government contractors

Assets Under Management

Founded

2016

$10.2M

2017

$10.2M

2018

$110M

2019

$181M

2020

$493M

2021

$665M

Current

Our Team

Leadership

Eva Shang

Chief Executive Officer

Christian Haigh

Chief Investment Officer

Brian Rice

Chief Operating Officer

Advisory Board

Ed Mathias

Senior Advisor and Former Managing Director, Carlyle Group

Ed Mathias

Senior Advisor

Senior Advisor and Former Managing Director, Carlyle Group

Hon. Jeremy D. Fogel (Ret.)

Executive Director, Berkeley Judicial Institute

Hon. Jeremy D. Fogel (Ret.)

Advisor

Executive Director, Berkeley Judicial Institute

John Witchel

CEO, King Energy

John Witchel

Advisor

CEO, King Energy

William von Mueffling

CEO, Cantillon Capital Management

William von Mueffling

Advisor

CEO, Cantillon Capital Management

Dominique Mielle

Former Partner, Canyon Capital

Dominique Mielle

Advisor

Former Partner, Canyon Capital

Andrew Gundlach

Director, First Eagle Holdings

Andrew Gundlach

Advisor

Director, First Eagle Holdings

Margo Cook

Former President, Nuveen Advisory Services

Margo Cook

Advisor

Former President, Nuveen Advisory Services

Michael Fisch

CEO, American Securities

Michael Fisch

Advisor

CEO, American Securities

Underwriting

Chris Wren

Curtis Smolar

Debashish Bakshi

Jaemin Chang

Jared Danziger

Jeremy Gillick

Nathan Jones

Rebecca Kasow

Remy Cipriano

Sam Conover

Investments

Anand Upadhye

Anand Upadhye

Director Of Investments

Andrew Campbell

Andrew Campbell

LFA Lead

Daniel Herrin

Daniel Herrin

Investment Manager

Darci Matovich

Darci Matovich

Investment Manager

Garrett Ward

Garrett Ward

Investment Manager

Heather Davey

Heather Davey

Investment Manager

Hunter Day

Hunter Day

Senior Investment Manager

Jameson Morton

Jameson Morton

Investments Lead

Mark Carman

Mark Carman

Investment Manager

Matt Muniz

Matt Muniz

Investment Manager

Monica Kirkpatrick

Monica Kirkpatrick

Phoebe Weissblum

Phoebe Weissblum

Zach Campbell

Zach Campbell

Investments Lead

Product

Amer Joudiah

Amer Joudiah

Software Engineer

Frans Delaye

Frans Delaye

Data Engineer

Ibrahim Mlata

Ibrahim Mlata

Joe Haddad

Joe Haddad

Software Engineering Lead

Murray Love

Murray Love

Director of Product

Qile Wang

Qile Wang

Raphael Passini

Raphael Passini

Operations

Ben Margolin

Ben Margolin

Operations Lead

Courtney McMillin

Courtney McMillin

Investor Relations Manager

Luke Mazur

Luke Mazur

Marketing Lead

Michael Battillo

Michael Battillo

Finance Controller

Michael Li

Michael Li

Director of Finance

Robert Ochoa

Robert Ochoa

HR Lead

Ryan Leach

Ryan Leach

Head of Investor Relations

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