Wealth manager, wrap-program sponsor · Dallas, TX
Palogic Value Management, L.P.
SEC-registered investment adviser · CRD 155133 · SEC 801-120951
At a glance
Palogic Value Management, L.P. is an SEC-registered investment adviser based in Dallas, Texas, with $406 million in regulatory assets under management as of its Form ADV filed June 29, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 55 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 3,444th of 8,915 wealth managers and 8,721st of 17,210 SEC-registered advisers by assets.
Main office 214-871-2700palogicfund.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $406M
- Rank among wealth managers
- #3,444 of 8,915
- Rank among all SEC RIAs
- #8,721 of 17,210
- Rank in Texas
- #576 of 1,081
- Individual clients
- 55
- High-net-worth clients
- 23
- Accounts
- 67
- Discretionary
- 88% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Ryan L. VardemanChief Compliance Officer, Limited Partner and Principal
- Scott A. WilliamsLimited Partner
- Robert J. PetersLimited Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 23 | $188M | 46% |
| Pooled investment vehicles | 4 | $142M | 35% |
| Other investment advisers | 1 | $47M | 12% |
| Individuals | 32 | $24M | 6% |
| Corporations or other businesses | 3 | $2M | <1% |
| Banking or thrift institutions | 3 | $2M | <1% |
Private funds
Palogic Value Management, L.P. reports 3 private funds with $142M in gross assets: hedge funds (Form ADV Item 7.B).
Disciplinary disclosures
Palogic Value Management, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗palogicfund.com ↗
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The full record on Palogic Value Management, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 4 years of filings
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- Growth over one, three and five years
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- Rank against 5,990 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Palogic Value Management, L.P. manage?
Palogic Value Management, L.P. reports $406 million in regulatory assets under management across 67 accounts, 88% of it on a discretionary basis, on its Form ADV filed June 29, 2026.
What kind of firm is Palogic Value Management, L.P.?
Palogic Value Management, L.P. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Palogic Value Management, L.P.’s clients?
By assets, its largest client types are high-net-worth individuals ($188 million, 23 clients); pooled investment vehicles ($142 million, 4 clients); other investment advisers ($47 million, 1 clients).
Does Palogic Value Management, L.P. manage private funds?
Yes. It reports 3 private funds with $142 million in gross assets, including hedge funds.
Does Palogic Value Management, L.P. have any disciplinary history?
Palogic Value Management, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Palogic Value Management, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →