LOGAN STONE
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 311547
- Registered since
- January 4, 2021
- Website
- www.loganstonecap.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles98.7%
- HNWI1.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Logan Stone is a privately owned limited liability company operating as a hedge fund and registered with the SEC in 2021. The firm serves both individual/family clients and institutional investors and provides portfolio management for individuals/small businesses as well as for pooled investment vehicles. It also functions in CPO/CTA capacities and acts as sponsor, general partner, or managing member of pooled vehicles. Compensation includes both a percentage-of-assets fee and performance-based fees. Logan Stone does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
3 of 3MATTHEW LEFFLER
MemberCRD 6030115
MATTHEW HERMAN
Managing MemberCRD 6030114
WALTER CLARK
Managing PrincipalCRD 2146034
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$35.7M in ETFs
88%
$31.4M
12%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-EXEMPT BOND INDEX FUND (VTEB) | Vanguard | Passive | Muni National Interm | $17.6M | 352,368 | 49.21% |
Location
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 200 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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