Data / Investment advisers / Illinois / Logan Stone
Logan Stone, Chicago, IL: $664 million AUM, SEC registered investment adviser
Logan Stone is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $664 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 2 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 311547
- SEC file number
- 801-120099
- SEC status
- Approved, effective January 4, 2021
- Legal name
- Logan Stone Capital LLC
- Main office
- 200 S Wacker Drive Suite 2650, Chicago, IL 60606
- Phone
- (312) 858-1670
- Website
- loganstonecap.com
- Regulatory AUM
- $664,260,217 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $664,260,217
- Accounts
- 13
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 2: 2 hedge funds
- Gross assets of private funds
- $526,864,753
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 6 | $655.6 million |
| High net worth individuals | 7 | $8.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $664.3 million | March 30, 2026 |
| December 1, 2025 | $513.1 million | March 31, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 1 Seed Partners LLC | Chicago | $703.5 million | 13 | adviserinfo.sec.gov |
| McNally Advisors, LLC | Chicago | $680.9 million | 15 | adviserinfo.sec.gov |
| 1st & Main Growth Partners | Chicago | $680.4 million | 3 | adviserinfo.sec.gov |
| Adams Street Advisors, LLC | Chicago | $672.1 million | Not listed | adviserinfo.sec.gov |
| Periscope Equity LLC | Chicago | $667 million | 8 | adviserinfo.sec.gov |
| Rings Capital Management LLC | Chicago | $653 million | 3 | adviserinfo.sec.gov |
| Hemsley Advisors, LTD. | Chicago | $638.1 million | Not listed | adviserinfo.sec.gov |
| Oak Family Advisors, LLC | Chicago | $621 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Logan Stone on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.