Principal · Logan Capital Management, Inc.
Stephen S. Lee
CRD 2154460 · Named on Form ADV at one SEC-registered adviser
At a glance
Logan Capital Management, Inc., an SEC-registered asset manager based in Newtown Square, PA with $3.1 billion in regulatory assets, lists Stephen S. Lee on its Form ADV as Principal, a control person.
Firms and roles
- Logan Capital Management, Inc.PrincipalAsset manager · Newtown Square, PA · $3.1B in regulatory assets
AtlasMembers
Stephen’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Al BessePrincipal, Logan Capital Management, Inc.
- Dana H. StewardsonPrincipal, Logan Capital Management, Inc.
- Richard E. BuchwaldSR. Advisor, Logan Capital Management, Inc.
- Marvin I. KlineRetired Owner, Logan Capital Management, Inc.
- Mary T. EvansChief Operating Officer & CCO, Logan Capital Management, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stephen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.