Logan Stone Capital Llc
- Regulatory AUM
- $664M
- Discretionary
- $664M
- Clients
- 13
- Avg AUM / client
- $51.1M
- Accounts
- 13
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 7 | $8.7M | 1.3% |
| Pooled investment vehicles (non-investment companies) | 6 | $656M | 98.7% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $552M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Logan Stone Capital Qp Lp | Hedge Fund | Delaware | $420M | 84 |
| Logan Stone Capital Lp | Hedge Fund | Delaware | $133M | 49 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Herman, Matthew, Andrews | Managing Member | Jul 2007 (19y) | 25% – 50% | |
| Leffler, Matthew, Durand | Member | Dec 2014 (12y) | 25% – 50% | |
| Clark, Walter, Henry | Chief Compliance Officer | Dec 2020 (6y) | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $552M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Logan Stone Capital Qp Lp | Hedge Fund | $420M | $250K | 84 |
| Logan Stone Capital Lp | Hedge Fund | $133M | $250K | 49 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Charles Schwab & Co. $8.7M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗