Mount Logan Management provides portfolio management for investment companies and portfolio management for pooled vehicles. The firm advises 9 private funds.
Mount Logan Management reports 12 clients. They include 9 pooled investment vehicles, 2 investment companies and 1 insurance company. Of its assets, 100.0% ($1.98B across 13 accounts) are managed with discretion. Of its clients, 38% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Investment companies | 17% | 12% |
| Pooled investment vehicles | 75% | 46% |
| Insurance companies | 8% | 43% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Investment companies | 2 | $231M | 11.6% | $115M |
| Pooled investment vehicles | 9 | $905M | 45.6% | $101M |
| Insurance companies | Fewer than 5 | $848M | 42.7% | $848M |
| Total | 12 | $1.98B | 100% | — |
- Clients
- 2
- Regulatory AUM
- $231M
- AUM share
- 11.6%
- Avg. per client
- $115M
- Clients
- 9
- Regulatory AUM
- $905M
- AUM share
- 45.6%
- Avg. per client
- $101M
- Clients
- Fewer than 5
- Regulatory AUM
- $848M
- AUM share
- 42.7%
- Avg. per client
- $848M
Total
- Clients
- 12
- Regulatory AUM
- $1.98B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 38%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 9
Mount Logan Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
MLC US Holdings LLC owns 75% or more of Mount Logan Management and is in turn owned by Mount Logan Capital Intermediate LLC (75% or more). Edward Goldthorpe is CEO; the leadership team includes President Henry Wang, Chief Financial Officer Brandon Satoren and Chief Compliance Officer David Held. It has 120 employees.
Staff
- 120 employees
- 3 state-registered reps
- 46 broker-dealer reps
- Owns 75% or more of Mount Logan Management LLC
MLC US Holdings LLC
Control person · since December 2020
- Owns 75% or more of MLC US Holdings LLC
Mount Logan Capital Intermediate LLC
Control person · since December 2020
- Owns 75% or more of Mount Logan Capital Intermediate LLC
Mount Logan Capital Inc.
Control person · since September 2025
Mount Logan Management’s regulatory assets grew 5.7× from $348M (June 2021) to $1.98B (September 2026); clients rose from 4 to 12 and employees from 24 to 120.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $1.98B | 12 | 120 | 1 |
| Jul 2025July 2025 | $2.13B | 13 | 23 | 2 |
| Jul 2024July 2024 | $2.09B | 14 | 19 | 2 |
| Aug 2023August 2023 | $1.7B | 15 | 49 | 1 |
| May 2022May 2022 | $1.13B | 7 | 47 | 1 |
| Jun 2021June 2021 | $348M | 4 | 24 | 1 |
Besides its headquarters, Mount Logan Management has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 650 Madison Ave., 3rd Floor, New YorkHQ
Contact and registration details
- Legal name
- Mount Logan Management LLC
- Headquarters
- 650 Madison Ave., 3rd Floor, New York, NY 10022
- Website
- mountlogan.com
- Phone
- 212-891-2880
- @mount-logan-management-llc
- SEC file
- 801-119731
- Structure
- Delaware LLC
- Fiscal year end
- December
Mount Logan Management’s named custodians for separately managed accounts are State Street ($368M, 60%), The Bank of New York Mellon ($166M, 27%) and Wilmington Trust ($81.8M, 13%). Mount Logan Management has custody of client assets.
- State StreetState Street Corporation · Bo, MA · $368M60%
- The Bank of New York MellonThe Bank of New York Mellon Corporation · New York, NY · $166M27%
- Wilmington TrustWilmington Trust · Wilmington, DE · $81.8M13%
At year end, Mount Logan Management’s separately managed accounts were largely in bonds (22%).
What the accounts hold
- Stocks2%
- Bonds22%
- Cash7%
- Other68%
- Loans and clo interests68%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Mount Logan Management have?
Mount Logan Management has 12 clients and manages $1.98 billion for them, as of September 2026. They include 9 pooled investment vehicles, 2 investment companies and 1 insurance company.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 September 2026
What services does Mount Logan Management offer?
Mount Logan Management provides portfolio management for investment companies and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Mount Logan Management use?
Mount Logan Management’s separately managed account assets are held at State Street Corporation (Bo, MA), with $368M, The Bank of New York Mellon Corporation (New York, NY), with $166M and Wilmington Trust (Wilmington, DE), with $81.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 September 2026
How many financial advisors does Mount Logan Management have?
Mount Logan Management has 3 investment adviser representatives registered with state securities authorities, out of 120 employees, and 0 perform investment advisory functions. 46 employees are registered representatives of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Mount Logan Management invest in?
At the end of its last fiscal year, Mount Logan Management’s separately managed accounts held 68% other, 22% investment grade corporate bonds, 7% cash and equivalents and 2% exchange-traded equities. The 68% other category is described as: Loans and Clo Interests. It advises 9 private funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Mount Logan Management?
Mount Logan Management is owned through a chain of holding companies by Mount Logan Capital Inc. Its direct owner is MLC US Holdings LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 29 September 2026
How does Mount Logan Management get paid?
Mount Logan Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Mount Logan Management?
Mount Logan Management’s main office is at 650 Madison Ave., 3rd Floor, New York, NY 10022. Its phone number is 212-891-2880. Its website is mountlogan.com.
