Logan Circle Partners, LP
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8+3 YoYRank #1951 of mapped providers
Assets under administration$20.4B0.0%Market share · rank #663
Fees received$4MMedian $382,611/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Logan Circle Partners, LP plan look like?
Service mix · median fees per plan
Count of plans where Logan Circle Partners, LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Securities brokerageCode 28 | 7 | $300,033 | |
Contract AdministratorCode 13 | 1 | $1,111,864 |
Competitor overlap
Percent of Logan Circle Partners, LP's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Logan Circle Partners, LP.
| Sponsor | From | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-001 | MetLife Investment Management | $9.7B |
NORDSON CORPORATIONOH · 340590250-005 | JPMorgan Chase | $332M |
NORDSON CORPORATIONOH · 340590250-004 | JPMorgan Chase | $34M |
Plans lost in 2024
Appeared last year under Logan Circle Partners, LP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SHELL USA, INC.TX · 131299890-001 | $9.7B | 31,775 | $1M | 7y | - |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | $4.2B | 35,450 | $300,033 | 5y | - |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | $3.1B | 39,221 | $920,735 | 8y | - |
MICHELIN NORTH AMERICA, INCSC · 111724631-010 | $2.2B | 18,855 | $465,189 | 5y | - |
UNIVERSITY OF MIAMIFL · 590624458-001 | $567M | 5,141 | $167,486 | 9y | - |
NORDSON CORPORATIONOH · 340590250-005 | $332M | 3,963 | $716,754 | 8y | - |
THE UNIVERSITY OF CHICAGOIL · 362177139-003 | $305M | 9,720 | $23,614 | 5y | - |
NORDSON CORPORATIONOH · 340590250-004 | $34M | 378 | $73,243 | 8y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into Logan Circle Partners, LP.
- EMPLOYEE AQ
- LOGAN CIRCLE
- LOGAN CIRCLE LDI
- LOGAN CIRCLE PARTNER, L.P.
- LOGAN CIRCLE PARTNERS
- LOGAN CIRCLE PARTNERS LP
- LOGAN CIRCLE PARTNERS, L.P.
- LOGAN CIRCLE PARTNERS, LP
- LOGAN CIRCLE PARTNERS, LP.
- LOGAN CIRLE PARTNERS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Logan Circle Partners, LP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Logan Circle Partners, LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Logan Circle Partners, LP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Goodwin Procter LLP | 1 | 12.5% |
| Groom Law Group, Chartered | 1 | 12.5% |
| K&L Gates LLP | 1 | 12.5% |
| Kirkland & Ellis LLP | 1 | 12.5% |
| Morgan Lewis & Bockius LLP | 1 | 12.5% |
| Simpson Thacher & Bartlett LLP | 1 | 12.5% |
| Weil, Gotshal & Manges LLP | 1 | 12.5% |