LOGAN CIRCLE PARTNERS, LP
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+4 YoYRank #1226 of mapped providers
Assets under administration$23.1B0.0%Market share · rank #575
Fees received$9MMedian $300,033/planSum across Schedule C direct + indirect
Net wins YoY+44 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 indirectly by plan; Other investment fees and expenses; Investment management fees paid directly by planCode 28 | 9 | $300,033 | |
Direct payment from the plan; Contract AdministratorCode 13 | 2 | $574,295 |
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 LIFE INSURANCE COMPANY | $9.7B |
NORDSON CORPORATIONOH · 340590250-005 | JP MORGAN INVESTMENT MANAGEMENT INC | $332M |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | KH PRINT SOLUTIONS | $180M |
NORDSON CORPORATIONOH · 340590250-004 | MORGAN STANLEY SMITH BARNEY | $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 | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $5M | 3y | - |
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 | - |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | $180M | 4,798 | $46,288 | 1y | - |
TRUSTEES OF THE PLUMBERS & PIPEFITTERS LOCAL UNION 719 PENSION FUNDFL · 596178477-001 | $71M | 888 | $36,726 | 2y | - |
Flag exposure
100.0%Market: 89.2%
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 (12)
Raw Schedule C names collapsed into LOGAN CIRCLE PARTNERS, LP.
- FORTRESS INVESTMENT GROUP LLC
- LOGAN CAPITAL
- LOGAN CAPTIAL
- 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 /retirement 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