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Eric Chad Pollack

LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California
Clean recordLEGATO CAPITAL MANAGEMENT, LLC
111 PINE STREET, SAN FRANCISCO, CA 94111CRD# 2481358Firm CRD# 131704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Chad Pollack · SAN FRANCISCO, CA
Registration
CRD #2481358 · LEGATO CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Eric Chad Pollack is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LEGATO CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LEGATO CAPITAL MANAGEMENT, LLC
LEGATO CAPITAL MANAGEMENT, LLC
AUM
$1.0B
Regulatory assets under management
Employees
6
Total firm employees
Services
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2481358
Firm CRD# 131704
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Eric Chad Pollack offer?
Eric Chad Pollack specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Eric Chad Pollack's credentials?
Eric Chad Pollack is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Chad Pollack located?
Eric Chad Pollack is based in SAN FRANCISCO, California, working with LEGATO CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Eric Chad Pollack charge for services?
Eric Chad Pollack's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEGATO CAPITAL MANAGEMENT, LLC?
LEGATO CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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