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.

Assets Under Management

Founded

2016

$10M

2017

$10M

2018

$110M

2019

$181M

2020

$493M

2021

$668M

2022

$881M

2023

$933M

Current

Our Team

Leadership

Eva Shang

General Partner

Christian Haigh

General Partner

Brian Rice

Chief Operating Officer & General Counsel

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

Investments

Alec Josepher

Brett Epler

Brian Stout

Chris Wren

David Jang

Harry Sanchez

Jared Danziger

Jeremy Gillick

Lauren Valastro

Livia Fine Biederman

Rebecca Kasow

Remy Cipriano

Sam Conover

Sara Airasian

Tristan Sierra

Origination

Alina Gelesky

Alina Gelesky

Darci Matovich

Darci Matovich

Investment Manager

Garrett Ward

Garrett Ward

Senior Investment Manager

Heather Davey

Heather Davey

Investment Manager

Hunter Day

Hunter Day

Senior Investment Manager

Jameson Morton

Jameson Morton

Investments Lead

Zach Campbell

Zach Campbell

Investments Lead

Product

Amer Joudiah

Amer Joudiah

Software Engineer

Andrey Drozd

Andrey Drozd

Bu Sun Kim

Bu Sun Kim

Demitra Del Fiacco

Demitra Del Fiacco

Frans Delaye

Frans Delaye

Data Engineer

Giedrius Karanda

Giedrius Karanda

Web Scraping Engineer

Joe Haddad

Joe Haddad

Software Engineering Lead

Jonathan Soeder

Jonathan Soeder

Murray Love

Murray Love

Director of Product

Raphael Passini

Raphael Passini

Operations

Andrew Campbell

Andrew Campbell

LFA Lead

Brian Montgomery

Brian Montgomery

Mary Brady

Mary Brady

Matt Baker

Matt Baker

Head of Investor Relations

Michael Battillo

Michael Battillo

Finance Controller

Michael Li

Michael Li

Director of Finance

Sophia Shetler

Sophia Shetler

Executive Assistant

Interested in joining Legalist?

We are always looking for talented people to join our team.

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