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PALOGIC VALUE MANAGEMENT, L.P.
8333 Douglas Avenue
Suite 775
Dallas, Texas 75225
Tel: 214-871-2700
About PALOGIC VALUE MANAGEMENT, L.P.
PALOGIC VALUE MANAGEMENT, LP, formally registered with the SEC as PALOGIC VALUE MANAGEMENT, LP. The firm was established in 04/26/2021. They have over 1 offices throughout the country.
PALOGIC VALUE MANAGEMENT, L.P. is a Dallas, Texas based Financial Planning firm with nearly $306,328,387 assets under management, offering retirement planning & investment advisory services to 60 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155133 |
| SEC# | 801-120951 |
| Assets Managed by Firm | $306,328,387 |
| No. of Clients | 60 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 60 | $306,328,387 |
| Individuals (other than high net worth individuals) | 11 | $3,060,490 |
| High net worth individuals | 44 | $158,333,090 |
| Corporations or other businesses | 3 | $4,877,112 |
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