Logix Investments LLC
CRD 288382SEC# 801-110490Cleveland, OH
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Joseph Durkin Control | Chief Compliance Officer | Under 5% | 2024 |
| Gries Financial Llc Control | Member | Over 75% | 2017 |
| Robert Joseph Herman Control | Chief Investment Officer | Under 5% | 2023 |
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Join to unlock · $37/moFrequently 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
| Address | 1300 East Ninth Street, Suite 1900, Cleveland, OH 44114 |
| Office hours | 9 a.m. - 5 p.m. Est |
| Discloses disciplinary history | No |
Regulatory AUM
$100.4M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$100.4Mregulatory AUM
Discretionary $100.4M