Best Investors Account Sign in
Inactive

Scott Aubrey Williams

Palogic Value Management, L.P.

Dallas, TX

CRD 5866566

Claim This Profile
Employer firm

Palogic Value Management, L.p. CRD 155133

$406M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

From the firm’s Form ADV. Read the guides:

Current Employers
Palogic Value Management, L.P.

8333 Douglas Avenue Suite 775, Dallas, TX 75225 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-13
  • TX RA
    APPROVED
    Since 2022-01-13

Branch Locations

8333 Douglas Avenue Suite 775, Dallas, TX 75225 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Palogic Value Management Dallas TX 10/2009 Present
Goldman Sachs Dallas TX 09/2003 Present
  • 10/2009 → Present
    Palogic Value Management
    Dallas, TX
  • 09/2003 → Present
    Goldman Sachs
    Dallas, TX
Previous Registrations
Other Businesses

Renaissance Oil and Gas (Director)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-13
  • S65 Uniform Investment Adviser Law Examination
    2022-01-13

View on SEC IAPD

Nearby Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL

Nearby Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry

Nearby Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX

More in Dallas, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor