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Logan Stone Capital, LLC (Chicago)


Logan Stone Capital, LLC is a large advisory firm based in Chicago. It manages $173.8 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Illinois, Minnesota, and 3 other states.

Logo

Logan Stone Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Logan Stone Capital: assets under management

The assets under management (AUM) of Logan Stone Capital, LLC is $173.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $173.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $173.8 million each.
Logan Stone Capital has custody of $173.8 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Logan Stone Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Chicago

The principal office where Logan Stone Capital, LLC performs its advisory services is located at 150 N. Wacker, Suite 2225, Chicago, IL 60606 1611, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 312-332-4420 or by fax 312-332-4470. The normal business hours are 6am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.loganstonecapital.com.


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