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| Happy Holidays!! thanks for using AUM13F!! |
| Logan Capital Management Inc
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| CRD # | 108893 |
| SEC # | 801-45536 |
| CIK # | 0001121330 |
| AUM | $2.7 B (2025-04-17) |
| Employees | 34 (44% Investors, 0% Brokers) |
| Phone | 215-569-1100 |
| Address | 3817 West Chester Pike Newtown Square, PA 19073 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001121330 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Netflix Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Amphenol Corp /DE/ | 0.1 | ||
| Mastercard Inc | 0.0 | ||
| KLA Tencor Corp | 0.0 | ||
| Applovin Corp | 0.0 | ||
| Dicks Sporting Goods Inc | 0.0 | ||
| Cintas Corp | 0.0 | ||
| United Rentals Inc /DE | 0.0 | ||
| Williams Sonoma Inc | 0.0 | ||
| Sherwin Williams Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Flextronics International Ltd | 0.0 | ||
| Fastenal Co | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Mettler Toledo International INC/ | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| Arista Networks Inc | 0.0 | ||
| Verisk Analytics Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
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| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Logan Capital Large Cap Growth Fund LP | 2012-03-30 | 0.0 | |
| HF | Logan Capital Long/Short Value Fund LP | 2012-03-30 | 1.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,335 | 0.5 |
| (b) Individuals (high net worth individuals) | 271 | 0.7 |
| (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 | 25 | 0.1 |
| (h) Charitable organizations | 21 | 0.2 |
| (i) State or municipal government entities | 6 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 16 | 0.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 0.0 |
| (n) Other | 9 | 0.0 |
| Total | 1,703 | 2.7 |
| By Discretionary | ||
| Discretionary | 1,699 | 2.0 |
| Non-Discretionary | 4 | 0.7 |
| Total | 1,703 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 1,703 | 2.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001121330] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Baker Avenue Asset Management LP
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|
CA | 3.8 |
|
GM Advisory Group LLC
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|
NY | 3.7 |
|
CWA Asset Management Group LLC
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FL | 3.3 |
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Morton Capital Management LLC
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CA | 3.0 |
|
GHP Investment Advisors Inc
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CO | 2.7 |
|
New Age Alpha Advisors LLC
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|
NY | 2.6 |
|
Punch & Associates Investment Management Inc
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|
MN | 2.1 |
|
Eton Advisors Group LLC
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|
NC | 1.9 |
|
ARS Investment Partners LLC
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|
NY | 1.8 |
|
Bellecapital International AG
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|
1.8 |