PPrivate Fund Data Log in Join · $37/mo

Logan Capital Management, Inc.

● SEC registered since 1994CRD 108893SEC# 801-45536Newtown Square, PA
Export (members)
Reg. AUM
$2.73B
Employees
34
Accounts
1,703
Location
Newtown Square, PA

Logan Capital Management, Inc. assets under management

Logan Capital Management, Inc. is an investment advisory firm registered with the SEC based in Newtown Square, PA. The firm has been registered since 1994. It reports $2.7 billion in regulatory assets under management and employs 34 people.
www.logancapital.comView on SEC.gov ↗

Logan Capital Management, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Al Besse ControlPrincipal25-50%1994
Dana Haines Stewardson ControlPrincipal25-50%1994
Leonard Paul Metkowski ControlChief Financial OfficerUnder 5%2012
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Logan Capital Management, Inc. manage?

Logan Capital Management, Inc. reports $2.7 billion in regulatory assets under management on its Form ADV.

How many employees does Logan Capital Management, Inc. have?

Logan Capital Management, Inc. reports 34 employees.

Where is Logan Capital Management, Inc. located?

Logan Capital Management, Inc. is based in Newtown Square, PA and has been SEC-registered since 1994.

Does Logan Capital Management, Inc. disclose fund performance?

Logan Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3817 West Chester Pike, Newtown Square, PA 19073
Phone215-569-1100
Fax215-851-9444
Office hours8:30 a.m.-5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$2B
Non-discretionary$735.5M
Total (RAUM)$2.73B