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MOUNT LOGAN MANAGEMENT

NEW YORK, NY · CRD 311161 · IAPD ↗ · mountlogan.com · 212-891-2880

$1.98BRegulatory AUM
0Advisory reps
120Employees
0Clients
n/aPlanning clients
9Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — MOUNT LOGAN MANAGEMENT shrank from 9 to 0 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — MOUNT LOGAN MANAGEMENT shrank from 18 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — MOUNT LOGAN MANAGEMENT added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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