MOUNT LOGAN MANAGEMENT LLC
DBA: MOUNT LOGAN MANAGEMENT
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.98B |
| Discretionary | $1.98B100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $152.5M |
| Employees | 120 |
| Peak AUM | $2.13BMar 2025 |
| AUM CAGR | +36.0% /yrover 6 yrs · 27 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.0B | 7.0% | +5.6% | +41.6% | |
| Discretionary AUM | $2.0B | ||||
Key Metrics
| Total AUM | $1.98B |
| Discretionary | $1.98B |
| Employees | 120 |
| Client Accounts | 13 |
Contact & Location
Address
650 MADISON AVE.
NEW YORK NY 10022
Phone
212-891-2880
Filing History
27 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Pooled)Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
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