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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

LOGAN STONE

LOGAN STONE CAPITAL LLC, CRD 311547

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b72ef680-5317-0e89-7b7e-6d9ffafe06d6

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 0
Observed: Dec 4, 2020 to Mar 30, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.01 fund_share=0.99 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0
Regulatory AUM: $664MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $664M
Private client RAUM: $8.7MderivedItem 5.D individuals plus high net worth individuals
Private client share: 1%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 13
High net worth clients: 7
Private funds: 2Schedule D 7.B(1)
Custody, client assets: $566M
SEC number: 801-120099
CRD: 311547
Filings on the tape: 9
First filed: Dec 4, 2020
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, DE
Website: loganstonecap.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LOGAN STONE CAPITAL QP LP	Hedge Fund	$420M	Mar 28, 2024	84	May 28, 2019	reported	021-237666
LOGAN STONE CAPITAL LP	Hedge Fund	$133M	Mar 28, 2024	49	Feb 23, 2012	reported	021-107141
LOGAN STONE CLOSED-END FUND OPPORTUNITIES LP	Hedge Fund	$620,537	Jan 27, 2022	1	Jul 25, 2018	dropped	021-305481

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLARK, WALTER, HENRY	CHIEF COMPLIANCE OFFICER	Na	yes	12/2020	Dec 4, 2020	Mar 28, 2024
HERMAN, MATTHEW, ANDREWS	MANAGING MEMBER	C	yes	07/2007	Dec 4, 2020	Mar 28, 2024
LEFFLER, MATTHEW, DURAND	Member	C	yes	12/2014	Dec 4, 2020	Mar 28, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BUCKEYE-PACIFIC LLC	n/a	Asset manager	$225M	N	yes	n/a
WINCHESTER ASSET MANAGEMENT, LLC	n/a	Asset manager	$154M	N	yes	n/a
RAIL-SPLITTER CAPITAL MANAGEMENT LLC	n/a	Former SEC adviser	$41.0M	N	yes	n/a
IRON ROAD CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
LEDYARD CAPITAL MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
LOGAN STONE MANAGERS LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$664M	$664M	3	3	1	2	n/a
2024	Mar 31, 2025	$513M	$513M	3	3	1	2	n/a
2023	Mar 28, 2024	$805M	$805M	3	3	1	2	$552M
2022	Mar 29, 2023	$554M	$554M	3	3	1	2	$437M
2021	Mar 30, 2022	$262M	$262M	3	2	1	2	$230M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$664M	$513M	29.4%	$554M	6.2%	3	3	1	1

Relationships

Affiliated with (5)

→ RAIL-SPLITTERRegistered adviserother investment adviser, common control
factForm ADV
→ BUCKEYE-PACIFICRegistered adviserother investment adviser, common control
factForm ADV
→ WINCHESTER ASSET MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV
← BUCKEYE-PACIFICRegistered adviserother investment adviser, bank, common control
factForm ADV
← RAIL-SPLITTERRegistered adviserother investment adviser, bank, common control
factForm ADV

Advises (3)

→ LOGAN STONE CAPITAL LPPrivate fundHedge Fund, IA
Feb 23, 2012 to presentfactForm ADV
→ LOGAN STONE CAPITAL QP LPPrivate fundHedge Fund, IA
May 28, 2019 to presentfactForm ADV
→ LOGAN STONE CLOSED-END FUND OPPORTUNITIES LPPrivate fundHedge Fund, IA, no longer reported
Jul 25, 2018 to Jan 27, 2022factForm ADV

Controls (3)

← CLARK, WALTER, HENRYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 4, 2020 to Mar 28, 2024factForm ADV
← HERMAN, MATTHEW, ANDREWSOwnerMANAGING MEMBER, ownership code C, individual
Dec 4, 2020 to Mar 28, 2024factForm ADV
← LEFFLER, MATTHEW, DURANDOwnerMEMBER, ownership code C, individual
Dec 4, 2020 to Mar 28, 2024factForm ADV

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Logan Stone reported RAUM $664.3M, up 29% from $513.1M (2025-03-31 to 2026-03-30)
Form ADVobserved 4 days ago
$151M
Occurred
Mar 31, 2025
Regulatory AUM changed
Logan Stone reported RAUM $513.1M, down 36% from $805.4M (2024-03-28 to 2025-03-31)
Form ADVobserved 4 days ago
$-292M
Occurred
Mar 28, 2024
Regulatory AUM changed
Logan Stone reported RAUM $805.4M, up 49% from $540.8M (2023-03-31 to 2024-03-28)
Form ADVobserved 4 days ago
$265M
Occurred
Mar 29, 2023
Regulatory AUM changed
Logan Stone reported RAUM $553.9M, up 111% from $262.5M (2022-05-13 to 2023-03-29)
Form ADVobserved 4 days ago
$291M
Occurred
Dec 4, 2020
First Form ADV filing
Logan Stone filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b72ef680-5317-0e89-7b7e-6d9ffafe06d6
First observed: Dec 4, 2020
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LOGAN STONE

LOGAN STONE CAPITAL LLC, CRD 311547

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b72ef680-5317-0e89-7b7e-6d9ffafe06d6

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LOGAN STONE CAPITAL QP LP

Hedge Fund

$420M

Mar 28, 2024

May 28, 2019

reported

021-237666

LOGAN STONE CAPITAL LP

Hedge Fund

$133M

Mar 28, 2024

Feb 23, 2012

reported

021-107141

LOGAN STONE CLOSED-END FUND OPPORTUNITIES LP

Hedge Fund

$620,537

Jan 27, 2022

Jul 25, 2018

dropped

021-305481

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLARK, WALTER, HENRY

CHIEF COMPLIANCE OFFICER

yes

12/2020

Dec 4, 2020

Mar 28, 2024

HERMAN, MATTHEW, ANDREWS

MANAGING MEMBER

yes

07/2007

Dec 4, 2020

Mar 28, 2024

LEFFLER, MATTHEW, DURAND

Member

yes

12/2014

Dec 4, 2020

Mar 28, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BUCKEYE-PACIFIC LLC

n/a

Asset manager

$225M

yes

n/a

WINCHESTER ASSET MANAGEMENT, LLC

n/a

Asset manager

$154M

yes

n/a

RAIL-SPLITTER CAPITAL MANAGEMENT LLC

n/a

Former SEC adviser

$41.0M

yes

n/a

IRON ROAD CAPITAL PARTNERS, LLC

n/a

yes

n/a

LEDYARD CAPITAL MANAGEMENT, LLC

n/a

yes

n/a

LOGAN STONE MANAGERS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Chicago

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$664M

n/a

2024

Mar 31, 2025

$513M

n/a

2023

Mar 28, 2024

$805M

$552M

2022

Mar 29, 2023

$554M

$437M

2021

Mar 30, 2022

$262M

$230M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$664M

$513M

29.4%

$554M

6.2%