Logan Capital Management Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
⚲
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Logan Capital Management Inc
✚
CRD #108893
SEC #801-45536
CIK #0001121330
AUM 3,095.8 M (2026-04-16)
Employees 34 (44% Investors, 0% Brokers)
Fees
Minimum
Phone215-569-1100
Address3817 West Chester Pike
Newtown Square, PA 19073
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
4.03.22.41.60.80.01999200820172027
CIK Period
0001121330
Sector Form 13F Holdings Value ($B)
Apple Inc 0.1
Broadcom Inc 0.1
Amazon Com Inc 0.1
Amphenol Corp /DE/ 0.1
KLA Tencor Corp 0.1
Microsoft Corp 0.1
Netflix Inc 0.0
Mastercard Inc 0.0
Facebook Inc 0.0
Alphabet Inc 0.0
Alphabet Inc 0.0
Applovin Corp 0.0
Fastenal Co 0.0
Williams Sonoma Inc 0.0
Flextronics International Ltd 0.0
Dicks Sporting Goods Inc 0.0
Lilly Eli & Co 0.0
Chevron Corp 0.0
Micron Technology Inc 0.0
United Rentals Inc /DE 0.0
Cintas Corp 0.0
Sherwin Williams Co 0.0
Royal Dutch Shell PLC 0.0
Mettler Toledo International INC/ 0.0
Ubiquiti Networks Inc 0.0
J P Morgan Chase & Co 0.0
Arista Networks Inc 0.0
Burlington Stores Inc 0.0
Merck & Co Inc 0.0
 
 
Prev | Page 1 | Next
Type Form D Funds Date Sold AUM
Other Logan Capital Large Cap Growth Fund LP 2012-03-30
HF Logan Capital Long/Short Value Fund LP 2012-03-30 1.6 M
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 1,419 0.5
(b) Individuals (high net worth individuals) 379 0.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 0.1
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 24 0.1
(h) Charitable organizations 21 0.1
(i) State or municipal government entities 6 0.2
(j) Other investment advisers 0 0.0
(k) Insurance companies 15 1.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 23 0.0
(n) Other 9 0.0
Total 1,898 3.1
By Discretionary
Discretionary 1,894 2.3
Non-Discretionary 4 0.8
Total 1,898 3.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 3.1
Total 1,898 3.1
EDGAR Form CIK 2011 - 2026
13F-HR [0001121330]
Firm Profile (Form ADV)
Discretionary AUM$1.4B
Clients16 (2 non-US)
ServesInstitutional, Retail, Research
Fund TypesHedge Fund
Comparable Firms State AUM
CWA Asset Management Group LLC
✚
FL 4,514.5 M
GM Advisory Group LLC
✚
NY 4,362.4 M
Morton Capital Management LLC
✚
CA 3,465.7 M
GHP Investment Advisors Inc
✚
CO 3,063.6 M
ARS Investment Partners LLC
✚
NY 2,705.7 M
New Age Alpha Advisors LLC
✚
NY 2,510.3 M
Punch & Associates Investment Management Inc
✚
MN 2,026.9 M
Bellecapital International AG
✚
1,960.9 M
Eton Advisors Group LLC
✚
NC 1,886.7 M
Conway Investment Research LLC
✚
MO 1,670.2 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com