Palogic Value Management, L.P. is an SEC registered investment adviser organized as a limited partnership with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $325M in regulatory assets under management, 4 employees, and 63 accounts.
Assets Under Management
$325M
Employees
4
Offices
--
Total Clients
63
Primary office
DALLAS, TX
8333 DOUGLAS AVENUE, SUITE 775, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.8% of total clients.
Top client categories% of clientsClients
1
Individuals
50.8%
32
2
HNWI
36.5%
23
3
Banks
4.8%
3
4
Corporations
4.8%
3
5
Pooled Investment Vehicles
3.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$325Mas of March 31, 2026
Discretionary100.0%
$325M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$325M
Total Accounts63
10Y AUM Change+$195M (+150.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee16:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.