Palogic Value Management, LP

Palogic Value Management, LP (CRD# 155133) is a financial advisory firm headquartered in Dallas, TX. They manage $323,186,188 in 60 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8333 Douglas Avenue, Suite 100, Dallas, TX 75225
https://www.linkedin.com/company/palogic-value-management-lp
By the Numbers
  • Total Assets Under Management
    323
    MILLION
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $5,386,436
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Palogic Value Management, LP
Showing 1 - 5 of 5 top financial advisors.
1
James Peters, financial advisor Dallas TX
James R. Peters
CRD#: 3135650
8333 Douglas Avenue, Suite 100, Dallas, TX 75225

James Peters (CRD# 3135650) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has over 25 years of experience in the finance industry.

2
Tiffany Colquitt, financial advisor Dallas TX
Tiffany L. Colquitt
CRD#: 6199227
8333 Douglas Avenue, Suite 100, Dallas, TX 75225

Tiffany Colquitt (CRD# 6199227) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has over 2 years of experience in the finance industry.

3
Robert Peters, financial advisor Dallas TX
Robert J. Peters
CRD#: 4236136
8333 Douglas Avenue, Suite 100, Dallas, TX 75225

Robert Peters (CRD# 4236136) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has over 23 years of experience in the finance industry.

4
Ryan Vardeman, financial advisor Dallas TX
Ryan L. Vardeman
CRD#: 5866563
8333 Douglas Avenue, Suite 100, Dallas, TX 75225

Ryan Vardeman (CRD# 5866563) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has over 2 years of experience in the finance industry.

5
Scott Williams, financial advisor Dallas TX
Scott A. Williams
CRD#: 5866566
8333 Douglas Avenue, Suite 100, Dallas, TX 75225

Scott Williams (CRD# 5866566) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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