Palogic Value Management, LP

Palogic Value Management, LP (CRD# 155133) is a financial advisory firm headquartered in Dallas, TX. They manage $161,617,107 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5310 Harvest Hill Road, Suite 110, Dallas, TX 75230
https://www.linkedin.com/company/palogic-value-management-lp
By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $80,808,554
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
5310 Harvest Hill Road, Suite 110, Dallas, TX 75230

James Peters (CRD# 3135650) 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. James Peters has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Tiffany Colquitt, financial advisor Dallas TX
Tiffany L. Colquitt
CRD#: 6199227
5310 Harvest Hill Road, Suite 110, Dallas, TX 75230

Tiffany Colquitt (CRD# 6199227) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has 1 year of experience in the finance industry.

3
Robert Peters, financial advisor Dallas TX
Robert J. Peters
CRD#: 4236136
5310 Harvest Hill Road, Suite 110, Dallas, TX 75230

Robert Peters (CRD# 4236136) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has over 21 years of experience in the finance industry.

4
Ryan Vardeman, financial advisor Dallas TX
Ryan L. Vardeman
CRD#: 5866563
5310 Harvest Hill Road, Suite 110, Dallas, TX 75230

Ryan Vardeman (CRD# 5866563) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has 1 year of experience in the finance industry.

5
Scott Williams, financial advisor Dallas TX
Scott A. Williams
CRD#: 5866566
5310 Harvest Hill Road, Suite 110, Dallas, TX 75230

Scott Williams (CRD# 5866566) is an Investment Advisor Representative working at Palogic Value Management, LP in Dallas, TX and has 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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