Logan Stone

Logan Stone Capital, LLC is an investment adviser firm based in Chicago, Illinois, established in 2007. The firm specializes in providing discretionary investment advice to private funds, aiming to achieve absolute returns through long and short positions in individual equity securities and exchange-traded funds. As of December 31, 2024, the firm managed approximately $513 million in regulatory assets under management, focusing on tailored investment strategies based on each fund's governing documents. For potential clients, Logan Stone requires a minimum investment of $250,000, which may be waived. The fee structure includes management fees and incentive allocations based on capital gains. The firm acts as a fiduciary, committed to acting in the best interests of clients and addressing potential conflicts of interest through trade allocation policies. Clients have limited control over their investments, with Logan Stone exercising investment discretion based on each fund's strategies. The firm's investment philosophy involves seeking absolute, risk-adjusted returns with low correlation to the broad equity market. Logan Stone discloses potential risks associated with investing in securities, including market volatility, strategy risks, and illiquid investments. Logan Stone follows a code of ethics, participates in cross trades with client approval, and votes on client securities in their best interests. The firm does not have any disciplinary history and maintains custody of client assets through qualified custodians. Clients receive regular account reviews and reports, and the firm may engage solicitors for client referrals. Logan Stone's brokerage practices focus on best execution, trade aggregation, and soft dollar benefits within regulatory guidelines.