SourcingSourcing

LOGAN STONE CAPITAL LLC

C38
CRD 311547·SEC 801-120099·CHICAGO, IL
AUM
$664.3M
$500M-$1B
Est. Revenue
$6.6M
@ 1% on AUM
Est. EBITDA
$2.0M
@ 30% margin
Est. Deal Value
$15.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LOGAN STONE CAPITAL LLC
CRD
311547
SEC file #
801-120099
EIN
000000000
DBA names
Logan Stone

Economics

AUM
$664.3M
AUM band
$500M-$1B
AUM trajectory
'21'26
$209.5M → $664.3M▲ +217%
Client mix
Individuals High Net Worth7
Pooled Investment Vehicles6

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
2 advisors → 3 advisors▲ +50%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
loganstonecap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HERMAN, MATTHEW, ANDREWS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HERMAN, MATTHEW, ANDREWS
LEFFLER, MATTHEW, DURAND
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LOGANSTONECAP.COM
Rdap Domain Creation Date
2021-02-02T20:48:44Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001409094
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2007-08-06
Edgar Last Filing Date
2025-06-05
Edgar Form D Count
13
Edgar Form D Offerings
2025-06-052025-06-05 · 0001409094-25-000001
2024-06-052024-06-05 · 0001409094-24-000001
Edgar Former Names
Logan Stone Capital LLLP

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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
Charles Schwab6
Fidelity6
Interactive Brokers6
E*trade4
Edgar Addresses
Mailing
200 S. WACKER DRIVESUITE 2650CHICAGO, IL 60606
Business
200 S. WACKER DRIVESUITE 2650CHICAGO, IL 60606
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-06-05 · 0001409094-25-000001
D/A2024-06-05 · 0001409094-24-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-02T20:48:44Z
Rdap Domain Last Changed
2025-02-03T10:43:42Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6030114
Trust Company Affiliate
Yes

People (3)

3
MATTHEW ANDREWS HERMAN
Direct Owner · 62.5%
6030114
MATTHEW DURAND LEFFLER
Direct Owner · 62.5%
6030115
CLARK, WALTER, HENRY
Executive Officer · 2.5%
2146034