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 an LLC operating as a hedge-fund-style investment adviser that registered with the SEC in 2021. The firm serves both high-net-worth individuals and family clients as well as institutional investors. Its advisory scope includes portfolio management for individuals and small businesses and management of pooled investment vehicles; it also performs activities consistent with a CPO/CTA and acts as sponsor or managing member of pooled vehicles. The firm charges traditional asset-based fees alongside performance-based compensation. Logan Stone does not position itself as an ESG-focused investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Matthew 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 27Active vs passive
$122M in ETFs
83%
$101M
14%
$20.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-EXEMPT BOND INDEX FUND (VTEB) | Vanguard | Passive | Muni National Interm | $64.1M | 1,267,176 | 52.65% |
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
Similar firms
Periscope Equity LLC
RIAChicago, IL
Adams Street Advisors, LLC
RIAChicago, IL
Rings Capital Management LLC
RIAChicago, IL
1st & Main Growth Partners
RIAChicago, IL
Mcnally Advisors, LLC
RIAChicago, IL
Hemsley Advisors, Ltd.
RIAChicago, IL