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
$406M
Employees
5
Offices
--
Total Clients
66
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 48.5% of total clients.
Top client categories% of clientsClients
1
Individuals
48.5%
32
2
HNWI
34.8%
23
3
Pooled Investment Vehicles
6.1%
4
4
Banks
4.5%
3
5
Corporations
4.5%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$406Mas of June 29, 2026
Discretionary88.5%
$359M
88% of total RAUM88.5%
Non-discretionary11.5%
$47M
12% of total RAUM11.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$406M
Total Accounts67
10Y AUM Change+$276M (+213.0%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee13:1
10Y Employee Change+1 (+25.0%)
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.