|
⚲
|
| Logic Capital Management LLC
✚
|
|
|---|---|
| CRD # | 137902 |
| SEC # | 801-118486 |
| CIK # | |
| AUM | $227.3 MM (2023-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 713-781-1475 |
| Address | 7500 San Felipe, Suite 150 Houston, TX 77063 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 165 | 36.8 |
| (b) Individuals (high net worth individuals) | 83 | 190.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 829 | 227.3 |
| By Discretionary | ||
| Discretionary | 824 | 225.8 |
| Non-Discretionary | 5 | 1.6 |
| Total | 829 | 227.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.3 | |
| Total | 829 | 227.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mokosak Advisory Group LLC
✚
|
IA | 0.2 |
|
Beddow Capital Management Inc
✚
|
WY | 0.2 |
|
Agnello Financial Group Inc
✚
|
FL | 0.2 |
|
Arcadia Investment Advisors LLC
✚
|
ID | 0.2 |
|
Heritage Wealth Partners LLC
✚
|
OH | 0.2 |
|
Ranch Capital Advisors Inc
✚
|
FL | 0.2 |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 0.2 |
|
Navigate Wealth Management LLC
✚
|
AL | 0.2 |
|
Financial Network Wealth Management LLC
✚
|
WA | 0.2 |
|
Aspen Wealth Strategies LLC
✚
|
CO | 0.2 |