LOGAN CAPITAL MANAGEMENT, INC. – investment adviser, $3.1B regulatory AUM (Form ADV)

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Insurance companies	15	$1,022,457,817	33.0%
High-net-worth individuals	379	$855,946,254	27.6%
Individuals	1,419	$546,895,873	17.7%
Government entities	6	$240,251,622	7.8%
Charities	21	$147,394,264	4.8%
Retirement plans	24	$104,018,072	3.4%
Investment companies	1	$94,889,677	3.1%
Other clients	9	$42,914,477	1.4%
Corporations & businesses	23	$40,993,030	1.3%

Filing source

Form ADV 2121416 · Jul 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

LOGAN CAPITAL LONG/SHORT VALUE FUND, LPHedge Fund · Last reported Oct 18, 2012$2.18MGross asset value

Fund administrator DAVID WEISS AND ASSOCIATES NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ASHER & COMPANY. LTD. PHILADELPHIA, Pennsylvania, United States

Custodian BNP PARIBAS PRIME BROKERAGE, INC. NEW YORK, New York, United States Related to adviser: No

Prime broker BNP PARIBAS PRIME BROKERAGE, INC. NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

BNP PARIBAS PRIME BROKERAGE, INC.
SEC 8-40490

BNP PARIBAS PRIME BROKERAGE, INC.
CRD 24962 · SEC 8-40490

Fund details & source

Fund ID: 805-2672029215
Reported beneficial owners: 4
Minimum commitment: $500K

Form ADV 673294 · Oct 18, 2012 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

LOGAN CAPITAL LARGE CAP GROWTH FUND, LPOther Private Fund · Last reported Mar 30, 2017$0Gross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-2304594039
Reported beneficial owners: 0
Minimum commitment: $2M

Form ADV 1100237 · Mar 30, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jul 23, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Selection of other advisers · Publication of newsletters

Compensation

Percentage of assets · Fixed

Principal office

3817 WEST CHESTER PIKE
NEWTOWN SQUARE, PA, 19073, United States

CRD 108893

Filing source

Form ADV 2121416 · Jul 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.