Overview
Assets Under Management: $381 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 107
Average Client Assets: $3 million
Frequently Asked Questions
LOGIC CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137902), LOGIC CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
LOGIC CAPITAL MANAGEMENT, LLC is headquartered in HOUSTON, TX.
LOGIC CAPITAL MANAGEMENT, LLC serves 107 high-net-worth clients according to their SEC filing dated March 03, 2025. View client details ↓
According to their SEC Form ADV, LOGIC CAPITAL MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
LOGIC CAPITAL MANAGEMENT, LLC manages $381 million in client assets according to their SEC filing dated March 03, 2025.
According to their SEC Form ADV, LOGIC CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 107
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 963
Discretionary Accounts: 917
Non-Discretionary Accounts: 46
Regulatory Filings
CRD Number: 137902
Last Filing Date: 2025-03-03 00:00:00
Website: https://logiccapital.com