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Building 2PALOGIC VALUE MANAGEMENT, L.P.

Map pinDALLAS, TX
Phone214-871-2700
NotebookSEC #801-120951
Total AUM
$324.9M
Employees
4
Clients
63

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8333 DOUGLAS AVENUE
SUITE 775
DALLAS
TX 75225
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
214-871-2700

ReceiptFinancials

Total AUM
$324.9M
Accounts
63
Discretionary
$324.9M
Accounts
63
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
32
AUM
$23.8M
HNW Individual Clients
23
AUM
$188.4M
Banking Clients
3
AUM
$2.3M
Pooled Vehicle Clients
2
AUM
$108.1M
Corporation or Business Clients
3
AUM
$2.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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