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Logix Investments LLC

CRD 288382SEC# 801-110490Cleveland, OH
Export (members)
No longer SEC-registered. Logix Investments LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$100.4M
Employees
5
Accounts
159
Location
Cleveland, OH

Logix Investments LLC assets under management

Logix Investments LLC operates as an SEC-registered investment adviser based in Cleveland, OH. It reports $100.4 million in regulatory assets under management and employs 5 people.

Logix Investments LLC owners & executives

6 reported
NameTitleOwnershipSince
Brian Joseph Durkin ControlChief Compliance OfficerUnder 5%2024
Gries Financial Llc ControlMemberOver 75%2017
Robert Joseph Herman ControlChief Investment OfficerUnder 5%2023
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Frequently asked questions

How much does Logix Investments LLC manage?

Logix Investments LLC reports $100.4 million in regulatory assets under management on its Form ADV.

How many employees does Logix Investments LLC have?

Logix Investments LLC reports 5 employees.

Where is Logix Investments LLC located?

Logix Investments LLC is based in Cleveland, OH.

Does Logix Investments LLC disclose fund performance?

Logix Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1300 East Ninth Street, Suite 1900, Cleveland, OH 44114
Office hours9 a.m. - 5 p.m. Est
Discloses disciplinary historyNo

Assets under management

Discretionary$100.4M
Non-discretionary$0
Total (RAUM)$100.4M