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LOGOS GLOBAL MANAGEMENT, L.P.

SAN FRANCISCO, CA · CRD 305162 · IAPD ↗ · 415-801-4660

$2.25BRegulatory AUM
5Advisory reps
9Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — LOGOS GLOBAL MANAGEMENT, L.P. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
56
April 2026 — LOGOS GLOBAL MANAGEMENT, L.P. reported RAUM up 57% ($1.44B -> $2.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — LOGOS GLOBAL MANAGEMENT, L.P. grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
51
April 2024 — LOGOS GLOBAL MANAGEMENT, L.P. reported RAUM up 31% ($1.16B -> $1.51B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.