EQUITY LOGIC

EQUITY LOGIC, LLC Legal Name

Adviser information for EQUITY LOGIC last updated from Form ADV on October 20th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	30	$8.6M
Non-Discretionary	0	$0
Total	30	$8.6M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	30	$8.6M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation	% of AUMPerformance-based fees

Identifiers

SEC RIA File Number	801-126196
SEC ERA File Number	801-126196
SEC CIK Numbers	None
SEC CRD Numbers	154870
Legal Entity Identifier	None

Principal Office

311 GOLF LINKS ROAD
ANCASTER
Canada

Monday - Friday, 5-9 AM.

Tel: 415-999-9033, Fax: None

Websites

www.equitylogic.net

Chief Compliance Officer

THOMAS KEE

PO BOX 922

LA JOLLA

United States

Tel: 415.999.9033

T*****@**************T

(Full email address available in API data)

Regulatory Contact