SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Palogic Value Management, L.P.
Dallas, TX
CRD 155133
Firm filing updated June 29, 2026 ·
- $405.5MAssets
- 5Advisory staff
- 67Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- Individuals32
- High net worth individuals23
- Pooled vehicles4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 32 | $23.8 million |
| High net worth individuals | 23 | $188.4 million |
| Banking or thrift institutions | Fewer than 5 clients | $2.3 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $141.9 million |
| Other investment advisors | Fewer than 5 clients | $46.8 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $2.3 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
Assets and accounts
- Regulatory assets$405.5 million
- Accounts67
- Discretionary$358.7 million · 65 accounts
- Non-discretionary$46.8 million · 2 accounts
People
- Employees5
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 155133, SEC file 801-120951.
- Registered with the SEC as an investment advisor (status date on record: April 26, 2021).
Is Palogic Value Management, L.P. a fiduciary?
Short answer: Palogic Value Management, L.P. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.