MOUNT LOGAN MANAGEMENT LLC

UUID0069ccf7-ec21-5aa0-8e39-93d6893deae5

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:57

Updated2025-10-23 02:24:37

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	311161	311161	—	1.0
sec_file_number	801-119731	801-119731	—	—

HQ CityNEW YORK

HQ StateNY

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

As of 2025-07-16 00:00:00 • Source ia09022025.xlsx

Name	Title	Role	Email	Evidence
GOLDTHORPE, EDWARD, JOSEPH	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2017532", "owner_id": "3278806", "source": "adv_part1", "table": "Schedule_A_B"}
HELD, DAVID, ISAAC	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2017532", "owner_id": "5765381", "source": "adv_part1", "table": "Schedule_A_B"}
Klassen, Nikita	CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2017532", "owner_id": "7892055", "source": "adv_part1", "table": "Schedule_A_B"}
MLC US HOLDINGS LLC	SOLE MEMBER	OFFICER	—	{"filing_id": "2017532", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MOUNT LOGAN CAPITAL INTERMEDIATE LLC	MEMBER	OFFICER	—	{"filing_id": "2017532", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
MOUNT LOGAN CAPITAL INC.	MEMBER	OFFICER	—	{"filing_id": "2017532", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
WANG, HENRY, HAN-WEI	CO-PRESIDENT	OFFICER	—	{"filing_id": "2017532", "owner_id": "4210992", "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.