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| Logia Portfolio Management LLC
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| |
|---|---|
| CRD # | 269963 |
| SEC # | 801-106482 |
| CIK # | |
| AUM | $713.6 MM (2024-05-10) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 844-882-0193 |
| Address | 15100 Rosewood Street Leawood, KS 66224 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 1 | 713.6 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 713.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1 | 713.6 |
| Total | 1 | 713.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 713.6 | |
| Total | 1 | 713.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alphacentric Advisors LLC
✚
|
PR | 0.7 |
|
Nebula Research & Development LLC
✚
|
NY | 0.7 |
|
Pearl River Capital LLC
✚
|
MI | 0.7 |
|
Frontegra Asset Management Inc
✚
|
IL | 0.7 |
|
Flowstone Partners LLC
✚
|
CT | 0.7 |
|
PR Mortgage Investment Management LLC
✚
|
NJ | 0.7 |
|
Shorebridge Capital Management LLC
✚
|
NY | 0.7 |
|
Seix CLO Management LLC
✚
|
NJ | 0.7 |
|
NSI Retail Advisors LLC
✚
|
PA | 0.7 |
|
Brigham Management LLC
✚
|
TX | 0.7 |