LOGICA CAPITAL ADVISERS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$305M

Discretionary

$305M

100% of AUM

Avg account

$27.7M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 168906
Registered since: February 8, 2021
Website: www.logicafunds.com
Custodians: UBS FINANCIAL SERVICES INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: State / Municipal Government57.25%
Pooled Investment Vehicles40.46%
Corporations / Businesses1.54%
HNWI0.75%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Logica Capital Advisers, LLC is a SEC-registered investment adviser (registered in 2021) operating as a limited liability company and organized as a hedge fund manager. The firm serves primarily institutional clients while also providing portfolio management for individuals, small businesses and pooled investment vehicles. It acts as sponsor, general partner and managing member for pooled vehicles it manages, and charges both a percentage-of-assets fee and performance-based fees consistent with a hedge-fund compensation structure. Logica is not positioned as an ESG-focused or multi-state adviser and does not identify as a capital allocator.