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LOGAN STONE
Legal name: LOGAN STONE CAPITAL LLC
CRD 311547File 801-120099
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$664.3M
Above cohort median (national)
Discretionary AUM
$664.3M
Clients
13
13 accounts
Employees
3
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 4, 2021
- Principal office
- 200 S WACKER DRIVE, SUITE 2650, CHICAGO, IL, 60606
- Phone
- 312-858-1670
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $664.3M
- Discretionary AUM
- $664.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $51.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $8.7M |
| Pooled investment vehicles | 6 | $655.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 16 | 13 | decreased by3 |
| Apr 1, 2026 | AUM | $513,147,534 | $664,260,217 | increased by$151,112,683 |
| Apr 1, 2026 | Accounts | 16 | 13 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5 | 16 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $262,469,000 | $513,147,534 | increased by$250,678,534 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5 | 16 | increased by11 |
| Apr 1, 2022 | Clients | 4 | 5 | increased by1 |
| Apr 1, 2022 | AUM | $209,515,380 | $262,469,000 | increased by$52,953,620 |
| Apr 1, 2022 | Accounts | 4 | 5 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LOGAN STONE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LOGAN STONE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.