SECTOR LOGIC, LP
Firm details
- Headquarters
- SANTA ANA, California
- CRD number
- 143470
- Website
- www.sectorlogic.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI81.44%
- Individuals12.76%
- Corporations / Businesses5.8%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sector Logic, LP is a small investment adviser organized as a limited partnership that provides portfolio management to both individuals/families and businesses or institutions. The firm operates primarily on a discretionary basis and uses a mix of fee arrangements — percentage of AUM, fixed fees and performance-based fees — which suggests it can tailor compensation to different client mandates and look-through to active manager performance where appropriate. Sector Logic’s reported asset mix shows a heavy reliance on pooled public funds and mutual funds as the core building blocks of client portfolios, supplemented by allocations to third‑party alternative managers in hedge funds and real estate. The firm is not identified as an active ESG investor and does not report multi-state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Cash & Cash Equivalents13%
- Exchange Traded Equities8%
- Non-Exchange Traded Equities8%
- US Government Bonds7%
Contacts
1 of 1CHARLES ROTHER
PresidentCRD 1159124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SANTA ANA, CA
ORANGE
Location
SANTA ANA, CA
Headquartered in SANTA ANA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 200 Sandpointe Ave
- Time zone
- PT (UTC-8)
- Office locations
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