A complete list of active advisors currently associated with Palogic Value Management, L.P.

Warmer can help you find a great advisor at Palogic Value Management, L.P. or one who fits your needs even better.

Palogic Value Management, L.P. provides discretionary investment management to private pooled investment vehicles (including a domestic master fund and an offshore feeder) and operates a sponsored wrap fee program for individual high‑net‑worth investors, trusts, foundations and smaller entities. Fund investors admitted under the offering documents include sophisticated investors such as family offices, pension plans, funds‑of‑funds and other institutional investors. The firm follows a bottom‑up, value‑oriented investment approach that seeks disparities between intrinsic value and market price, deploying long and short positions across equities and other instruments and using hedging, derivatives and margin where appropriate. Portfolio decisions for the Funds are made pursuant to the Funds’ governing documents and the firm monitors positions and risk metrics continuously as part of its stated risk management process. Palogic is distinctive among similarly sized advisers in acting as general partner and investment manager to private funds while also sponsoring a wrap program, and the firm discloses that it receives performance‑based allocations from the Funds and may execute side‑letter arrangements that provide differential terms to certain investors. The firm’s recent acquisition of Sapphire Star Partners and related investment management and relying‑adviser agreements, together with its custodian and carrying broker arrangements for the wrap program, highlight its dual role as a private fund sponsor and as a sponsor of managed accounts.

To learn more about the advisors currently working at Palogic Value Management, L.P., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.