SourcingSourcing

LOGOS GLOBAL MANAGEMENT, L.P.

C28
CRD 305162·SEC 801-117248·SAN FRANCISCO, CA
AUM
$2.25B
$1B+
Est. Revenue
$22.5M
@ 1% on AUM
Est. EBITDA
$6.8M
@ 30% margin
Est. Deal Value
$54.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LOGOS GLOBAL MANAGEMENT, L.P.
CRD
305162
SEC file #
801-117248
EIN
—
DBA names
—

Economics

AUM
$2.25B
AUM band
$1B+
AUM trajectory
'20'26
$382.3M → $2.25B▲ +489%
Client mix
Pooled Investment Vehicles8

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
4 advisors → 5 advisors▲ +25%
Primary office
SAN FRANCISCO CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/22/2026
ADV-W filed at
—
Website
linkedin.com/company/logos-capital-management-llc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AHW HOLDINGS TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
AHW HOLDINGS TRUST
WILLIAM, ARSANI, HANY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs26
Northern Trust10
Morgan Stanley9
E*trade4
Jpmorgan3
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (4)

4
WILLIAM, ARSANI, HANY
Direct Owner · 87.5%
7158873
WALMSLEY, GRAHAM, GORDON
Direct Owner · 17.5%
7158887
GOLDSMITH, CYNTHIA, LOUISE
Executive Officer · 2.5%
6524978
GOULD, DEREK, ALAN
Executive Officer · 2.5%
6138486