Logos Global Management, L.P
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Overview
Logos Global Management, L.P is an advisory firm located in San Francisco, California. Logos Global Management, L.P administers $1.2 billion in assets under management across eight customer accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 4 financial advisors. Logos Global Management, L.P does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like stocks, bonds and options.
Logos Global Management, L.P oversees all of its client assets in a discretionary manner. Discretionary management means that buy and sell choices are made by a portfolio manager without needing the customer's consent. The firm's typical account size is $144.8 million. The average financial advisor at Logos Global Management, L.P administers about two client accounts, making it one of the most personalized advisor firms in the country.
Logos Global Management, L.P's main office is at 1 Letterman Drive, San Francisco, California 94129. The company is registered to serve customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Logos Global Management, L.P by the Numbers
$1.2 billion
7
8
$144.8 million
Fee Structure
Fees charged by financial advisors usually depend on which service is provided. However, fees billed by the firm can consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Logos Global Management, L.P works with pooled investment vehicles. Out of its eight customers, Logos Global Management, L.P's biggest client type by number of accounts is pooled investment vehicles. About 25% of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Logos Global Management, L.P does not have any disclosures.
Please visit its Form ADV for more details.
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