The LOGAN CAPITAL MANAGEMENT is a privately held investment adviser that advises $3.07Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. LOGAN CAPITAL MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 39.58% over the last 5-years.
The Group has been registered with the SEC for 32.59 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 3817 WEST CHESTER PIKE, NEWTOWN SQUARE, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 34 employees comprised of 15 investment and 19 non-investment staff. The total number of Employees decreased by 10.53% over the last 5-years.
Their $3.07Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 89 other accounts. Assets of Insurance Companies clients own $1.02Bn or 33.35% of Total Assets and High Net Worth Individuals own $855.95mn or 27.92% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 8 types of clients, top clients are Insurance Companies and High Net Worth Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
LOGAN CAPITAL MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.