RIA Intel›Advisers›Texas›PALOGIC VALUE MANAGEMENT, L.P.

PALOGIC VALUE MANAGEMENT, L.P.

Advisory

N·DALLAS, TX

Data as of May 21, 2026 · Source: SEC Form ADV

Total AUM

$325M

1-Year AUM Growth

+4.7%

3-Year CAGR

+28.0%

Employees

4

Assets Under Management

Total AUM$325M

Discretionary AUM$325M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record9

First FilingMar 26, 2021

Latest FilingMay 21, 2026

🔒 Full AUM trend chart and 9 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PALOGIC VALUE MANAGEMENT, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.