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Palogic Value Management, L.P.

● SEC registered since 2021CRD 155133SEC# 801-120951Dallas, TX
Export (members)
Ranks #4,089 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$338.5M
Fund GAV
$147.2M
Private funds
1
Employees
4
Accounts
60
Location
Dallas, TX

Palogic Value Management, L.P. assets under management

Palogic Value Management, L.P. is an investment advisory firm registered with the SEC based in Dallas, TX. The firm has been registered since 2021. It reports $338.5 million in regulatory assets under management and employs 4 people. Palogic Value Management, L.P. manages 1 private fund with combined gross assets of $147.2 million, including Palogic Value Fund, LP. By regulatory assets, it ranks 4,089 of 5,911 private fund managers.

Palogic Value Management, L.P. private funds

1 funds · $147.2M GAV
FundTypeGross assetsMin.
Palogic Value Fund, LPHedge$147.2M$750K

Palogic Value Management, L.P. owners & executives

5 reported
NameTitleOwnershipSince
Palogic Capital Management, LLC ControlGeneral PartnerUnder 5%2006
Robert James PetersLimited PartnerUnder 5%2012
Ryan Lee Vardeman ControlChief Compliance Officer, Limited Partner And PrincipalOver 75%2006
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Frequently asked questions

How much does Palogic Value Management, L.P. manage?

Palogic Value Management, L.P. reports $338.5 million in regulatory assets under management on its Form ADV.

How many private funds does Palogic Value Management, L.P. manage?

Palogic Value Management, L.P. manages 1 private funds with combined gross assets of $147.2 million.

How many employees does Palogic Value Management, L.P. have?

Palogic Value Management, L.P. reports 4 employees.

Where is Palogic Value Management, L.P. located?

Palogic Value Management, L.P. is based in Dallas, TX and has been SEC-registered since 2021.

Does Palogic Value Management, L.P. disclose fund performance?

Palogic Value Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8333 Douglas Avenue, Suite 775, Dallas, TX 75225
Phone214-871-2700
Fax214-871-2714
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Umbrella registrationYes
Discloses disciplinary historyNo

Assets under management

Discretionary$338.5M
Non-discretionary$0
Total (RAUM)$338.5M

Service providers

Auditor
Prime broker