DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L•••• G••••• M••••••••• L•••
Latest filing Apr 22, 2026
First filing on the tape Jul 26, 2019 · 13 filings
SEC status approved since Aug 26, 2019
RAUM
$2.3B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
5
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$2.3B as of Apr 22, 2026
Mar 25, 2020$435M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Apr 22, 2026
Mar 25, 20200 then
Employees (5.A)9 as of Apr 22, 2026
Mar 25, 20206 then
Private funds5 as of Apr 22, 2026
Mar 25, 20202 then
RAUM +57% over the last fiscal year+25% a year over threeIARs 0 to 0offices 0 to 1
Practice profile
derived from the filing of Apr 22, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $282MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +57%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $2.3B, 8 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.3B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 8reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.3B for 8 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
6 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L•••• G••••• M••••• F•••• L• | Hedge Fund | $958M | 58 | Jul 26, 2019 |
| L•••• O••••••••• F••• I•• L• | Venture Capital Fund | $224M | 96 | Mar 31, 2022 |
| L•••• O••••••••• F••• I• L• | Venture Capital Fund | $183M | 106 | Mar 29, 2024 |
| L•••• O••••••••• F••• I• L• | Venture Capital Fund | $114M | 91 | Mar 31, 2021 |
| L•••• O••••••••• F••• I• L• | Venture Capital Fund | $20.1M | 27 | Dec 23, 2019 |
| L•••• S•• 1• L• | Venture Capital Fund | $7.1M | 21 | Mar 31, 2022 |
Owners and control persons
Schedule A and B, latest filing
- G••••••••• C••••••• L••••• · Chief Financial Officercontrolsince 05/2023 · owns less than 5%
- W•••••••• G•••••• G••••• · Managing Partner / Limited Partnercontrolsince 06/2019 · owns 10% to 25%
- W••••••• A•••••• H••• · Managing Partner / Limited Partnercontrolsince 06/2019 · owns 75% or more
- Z••••• E•••••• Y• · Partner / Limited Partnercontrolsince 06/2019 · owns 5% to 10%
- W••••••• A•••••• H••• · Managing Membercontrolsince 06/2019 · owns 75% or more of L•••• G••••• M••••••••• G• L••
- G••••• D••••• A••• · Chief Compliance Officer & General Counselsince 05/2023 · owns less than 5%
Entity owners
- L•••• G••••• M••••••••• G• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- L•••• G•• L••bankpooled vehicle sponsorn
- L•••• O••••••••• G• L••pooled vehicle sponsorn
- L•••• O••••••••• I• G• L••pooled vehicle sponsorn
- L•••• O••••••••• I• G• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 6 to 8Apr 30, 2025 to Mar 31, 2026
- Advisory employees · 6 to 5Apr 30, 2025 to Mar 31, 2026
- Pooled vehicle clients · 6 to 8Apr 30, 2025 to Mar 31, 2026
- Assets in custody · $1.4B to $2.3BApr 30, 2025 to Mar 31, 2026
- Employees · 11 to 9Apr 30, 2025 to Mar 31, 2026
- Other offices · 0 to 1Apr 30, 2025 to Mar 31, 2026
- Private funds · 6 to 5Apr 30, 2025 to Mar 31, 2026
- Discretionary RAUM · $1.4B to $2.3BApr 30, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $1.4B to $2.3BApr 30, 2025 to Mar 31, 2026
- RAUM · $1.4B to $2.3BApr 30, 2025 to Mar 31, 2026
- Accounts · 8 to 6Apr 26, 2024 to Apr 30, 2025
- Advisory employees · 4 to 6Apr 26, 2024 to Apr 30, 2025
- Pooled vehicle clients · 8 to 6Apr 26, 2024 to Apr 30, 2025
- Assets in custody · $1.5B to $1.4BApr 26, 2024 to Apr 30, 2025
- Employees · 9 to 11Apr 26, 2024 to Apr 30, 2025
- Financial planning clients · unset to Apr 26, 2024 to Apr 30, 2025
- Discretionary RAUM · $1.5B to $1.4BApr 26, 2024 to Apr 30, 2025
- Pooled vehicle RAUM · $1.5B to $1.4BApr 26, 2024 to Apr 30, 2025
- RAUM · $1.5B to $1.4BApr 26, 2024 to Apr 30, 2025
- Assets in custody · $1.2B to $1.5BMay 31, 2023 to Mar 29, 2024
- Employees · 7 to 9May 31, 2023 to Mar 29, 2024
- Private funds · 5 to 6May 31, 2023 to Mar 29, 2024
- Discretionary RAUM · $1.2B to $1.5BMay 31, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $1.2B to $1.5BMay 31, 2023 to Mar 29, 2024
- RAUM · $1.2B to $1.5BMay 31, 2023 to Mar 29, 2024
- Advisory employees · 5 to 4Mar 31, 2022 to Mar 31, 2023
- Assets in custody · $1.3B to $1.2BMar 31, 2022 to Mar 31, 2023
- Employees · 8 to 7Mar 31, 2022 to Mar 31, 2023
- Discretionary RAUM · $1.3B to $1.2BMar 31, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.3B to $1.2BMar 31, 2022 to Mar 31, 2023
- RAUM · $1.3B to $1.2BMar 31, 2022 to Mar 31, 2023
- Accounts · 6 to 8Mar 31, 2021 to Mar 31, 2022
- Pooled vehicle clients · 6 to 8Mar 31, 2021 to Mar 31, 2022
- Assets in custody · $1.3B to $1.3BMar 31, 2021 to Mar 31, 2022
- Private funds · 3 to 5Mar 31, 2021 to Mar 31, 2022
- Discretionary RAUM · $1.3B to $1.3BMar 31, 2021 to Mar 31, 2022
- Pooled vehicle RAUM · $1.3B to $1.3BMar 31, 2021 to Mar 31, 2022
- RAUM · $1.3B to $1.3BMar 31, 2021 to Mar 31, 2022
- Accounts · 4 to 6Mar 25, 2020 to Mar 31, 2021
- Advisory employees · 4 to 5Mar 25, 2020 to Mar 31, 2021
Signals
8 dated events
- L•••• G••••• M••••••••• L••• reported RAUM $2.3B, up 57% from $1.4B (2025-04-30 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- L•••• G••••• M••••••••• L••• reported RAUM $1.5B, up 31% from $1.2B (2023-05-31 to 2024-03-29)Mar 29, 2024 · RAUM change · derived
- Louise Cynthia Goldsmith (Chief Financial Officer) appeared on Schedule A of L•••• G••••• M••••••••• L•••Mar 29, 2024 · Control person joined · fact
- (Nmn) Virginia Yee (Chief Financial Officer) no longer on Schedule A of L•••• G••••• M••••••••• L••• (listed 2023-05-31, absent 2024-03-29)Mar 29, 2024 · Control person left · inference
- Cason Edward Callaway (Chief Operations Officer / Limited Partner) no longer on Schedule A of L•••• G••••• M••••••••• L••• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- Linn Ioannis Souroutzidis (Managing Member / Limited Partner) no longer on Schedule A of L•••• G••••• M••••••••• L••• (listed 2022-03-31, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- L•••• G••••• M••••••••• L••• reported RAUM $1.3B, up 190% from $434.5M (2020-03-25 to 2021-03-31)Mar 31, 2021 · RAUM change · derived
- L•••• G••••• M••••••••• L••• filed its initial SEC registration (Form ADV)Jul 26, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- L•••• G••••• M••••••••• L••• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/logos-capital-management-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- logoscapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 415-801-4660reportedpublic record, Form ADV, Apr 22, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026