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PALOGIC VALUE MANAGEMENT, L.P.
CRD 155133 · SEC 801-120951
8333 DOUGLAS AVENUE, SUITE 775, DALLAS, TX, 75225, United States
Phone
214-871-2700
Fax
214-871-2714
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$324.9M
Discretionary AUM
$324.9M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-05-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 32 | $23.8M |
| High net worth individuals | 23 | $188.4M |
| Banking/thrift institutions | 3 | $2.3M |
| Pooled investment vehicles | 2 | $108.1M |
| Corporations/business entities | 3 | $2.3M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD