LOGICAL INVESTMENTS, LLC

Overview

Logical Investments, LLC is a small, fee-based investment adviser that focuses on portfolio management for individuals, small businesses and pooled investment vehicles. The firm runs discretionary mandates and shows a clear allocation preference for publicly traded equities, using exchange-traded instruments as the primary vehicle for client exposure. Investment activity centers on active portfolio management rather than ESG-driven mandates, and the firm reports working with both individual & family clients and pooled vehicles, suggesting a mix of separate managed accounts and pooled strategies. Investment tilts are equity-first, supplemented with allocations to alternative strategies. The adviser uses percentage-of-AUM pricing and operates as a single-owner limited liability company, which typically indicates a compact investment team and a hands-on approach to client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices