RIA Intel›Advisers›California›SECTOR LOGIC, LP

SECTOR LOGIC, LP

Advisory

SANTA ANA, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA

#3,590

of 5,480 advisers by AUM

Average account

$527K

across 83 accounts

AUM per adviser

$44M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$44M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$44M

Discretionary AUM$40M

Non-Discretionary AUM$3M

Discretionary %92.5%

Total Clients54

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Partnership

Fiscal Year EndDecember

Operates InCA, OR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

54 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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