Palogic Value Management, L.p.
Palogic Value Management, L.p. is an SEC-registered wealth manager in Dallas, TX with $405.5M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Palogic Value Management, L.p.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155133, SEC 801-120951, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $405.5M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 5
- Clients
- 65
- CRD
- 155133
- Ownership
- VARDEMAN, RYAN, LEE; PALOGIC CAPITAL MANAGEMENT, LLC; WILLIAMS, SCOTT, AUBREY; PETERS, ROBERT, JAMES
How much AUM does Palogic Value Management, L.p. have?
Palogic Value Management, L.p. reported $405.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Palogic Value Management, L.p.?
Disclosed owners and executives of Palogic Value Management, L.p. include VARDEMAN, RYAN, LEE, PALOGIC CAPITAL MANAGEMENT, LLC, WILLIAMS, SCOTT, AUBREY, PETERS, ROBERT, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.