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LOGIX INVESTMENTS LLC

Advisory

N·CLEVELAND, OH

Data as of Oct 31, 2024 · Source: SEC Form ADV

Total AUM

$100M

1-Year AUM Growth

-60.7%

3-Year CAGR

+28.7%

Employees

3

Assets Under Management

Total AUM$100M

Discretionary AUM$100M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients164

Team

Total Employees3

Investment Advisers5

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record25

First FilingApr 19, 2017

Latest FilingOct 31, 2024

🔒 Full AUM trend chart and 25 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LOGIX INVESTMENTS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.