LOGIX INVESTMENTS LLC
CRD #288382 SEC #801-110490 CLEVELAND, OH 216-861-1148
SEC Registered
Total AUM
$100.4M
Discretionary
$100.4M
Employees
5
Clients
0
Accounts
159
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $100.4M | $100.4M | $0 | 5 | 5 |
| Jul 2025 | $102.1M | $102.1M | $0 | 6 | 5 |
| Mar 2025 | $102.1M | $102.1M | $0 | 7 | 5 |
| Oct 2024 | $118.6M | $118.6M | $0 | 7 | 5 |
| Jul 2024 | $205.9M | $205.9M | $0 | 7 | 1 |
| Jul 2024 | $376.3M | $205.9M | $170.3M | 5 | 0 |
| May 2024 | $376.3M | $205.9M | $170.3M | 5 | 0 |
| May 2024 | $376.3M | $205.9M | $170.3M | 5 | 0 |
| Mar 2024 | $376.3M | $205.9M | $170.3M | 5 | 0 |
| Oct 2023 | $302M | $127.8M | $174.2M | 2 | 56 |
| Aug 2023 | $302M | $127.8M | $174.2M | 2 | 56 |
| Aug 2023 | $302M | $127.8M | $174.2M | 2 | 56 |
| Jul 2023 | $302M | $127.8M | $174.2M | 2 | 56 |
| Mar 2023 | $302M | $127.8M | $174.2M | 2 | 56 |
| Mar 2023 | $302M | $127.8M | $174.2M | 2 | 56 |
| Mar 2023 | $60.5M | $60.5M | $0 | 2 | 8 |
| Jul 2022 | $60.5M | $60.5M | $0 | 2 | 8 |
| Apr 2022 | $60.5M | $60.5M | $0 | 2 | 8 |
| Feb 2022 | $55.5M | $55.5M | $0 | 2 | 8 |
| Nov 2021 | $55.5M | $55.5M | $0 | 2 | 8 |
| Oct 2021 | $55.5M | $55.5M | $0 | 2 | 8 |
| Mar 2021 | $55.5M | $55.5M | $0 | 4 | 8 |
| Mar 2020 | $91.3M | $91.3M | $0 | 4 | 10 |
| Mar 2019 | $102.1M | $102.1M | $0 | 4 | 7 |
| Nov 2018 | $137.2M | $137.2M | $0 | 4 | 0 |
| Mar 2018 | $137.2M | $137.2M | $0 | 4 | 0 |
| Sep 2017 | $176.8M | $145.7M | $31.2M | 4 | 1 |
DateAug 2025
Total AUM$100.4M
Discretionary$100.4M
Non-Disc.$0
Employees5
Clients5
DateJul 2025
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees6
Clients5
DateMar 2025
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees7
Clients5
DateOct 2024
Total AUM$118.6M
Discretionary$118.6M
Non-Disc.$0
Employees7
Clients5
DateJul 2024
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees7
Clients1
DateJul 2024
Total AUM$376.3M
Discretionary$205.9M
Non-Disc.$170.3M
Employees5
Clients0
DateMay 2024
Total AUM$376.3M
Discretionary$205.9M
Non-Disc.$170.3M
Employees5
Clients0
DateMay 2024
Total AUM$376.3M
Discretionary$205.9M
Non-Disc.$170.3M
Employees5
Clients0
DateMar 2024
Total AUM$376.3M
Discretionary$205.9M
Non-Disc.$170.3M
Employees5
Clients0
DateOct 2023
Total AUM$302M
Discretionary$127.8M
Non-Disc.$174.2M
Employees2
Clients56
DateAug 2023
Total AUM$302M
Discretionary$127.8M
Non-Disc.$174.2M
Employees2
Clients56
DateAug 2023
Total AUM$302M
Discretionary$127.8M
Non-Disc.$174.2M
Employees2
Clients56
DateJul 2023
Total AUM$302M
Discretionary$127.8M
Non-Disc.$174.2M
Employees2
Clients56
DateMar 2023
Total AUM$302M
Discretionary$127.8M
Non-Disc.$174.2M
Employees2
Clients56
DateMar 2023
Total AUM$302M
Discretionary$127.8M
Non-Disc.$174.2M
Employees2
Clients56
DateMar 2023
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees2
Clients8
DateJul 2022
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees2
Clients8
DateApr 2022
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees2
Clients8
DateFeb 2022
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees2
Clients8
DateNov 2021
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees2
Clients8
DateOct 2021
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees2
Clients8
DateMar 2021
Total AUM$55.5M
Discretionary$55.5M
Non-Disc.$0
Employees4
Clients8
DateMar 2020
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees4
Clients10
DateMar 2019
Total AUM$102.1M
Discretionary$102.1M
Non-Disc.$0
Employees4
Clients7
DateNov 2018
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$137.2M
Discretionary$137.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$176.8M
Discretionary$145.7M
Non-Disc.$31.2M
Employees4
Clients1