DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
L••••• C•••••• A•••••••• L••
Latest filing May 15, 2026
First filing on the tape Jan 8, 2021 · 17 filings
SEC status approved since Feb 8, 2021
RAUM
$305M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.7%
$2.3M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$152M
derived; firm RAUM over IAPD count
Employees
9
4 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
4
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$305M as of May 15, 2026
Mar 30, 2022$175M then
HNW client RAUM$2.3M as of May 15, 2026
Mar 30, 2022$1.2M then
State-registered IARs (5.B.3)2 as of May 15, 2026
Mar 30, 20222 then
Employees (5.A)9 as of May 15, 2026
Mar 30, 20226 then
Private funds4 as of May 15, 2026
Mar 30, 20223 then
RAUM -42% over the last fiscal year+12% a year over threeIARs 2 to 2
Practice profile
derived from the filing of May 15, 2026; every figure names its basis
- RAUM per advisor
- $152MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $27.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 57%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 4.5derivedItem 5.A over advisors
- Advisors per office
- 0.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -42%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $305M, 11 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$174M57%
- Pooled investment vehicles$123M40%
- Corporations and businesses$4.7M1.5%
- High-net-worth individuals$2.3M0.7%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $305M for 11 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.4 institutional_share=0.57 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| W•••• N•• H•••••••• | Los Angeles, Ca | Aug 27, 2025 | 27 y | 1 |
| P•••••• J••••• R•••• | Los Angeles, Ca | Oct 29, 2025 | 15 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- E••••• E••• B••• to B••• C•••••• M••••••••• L••Jul 27, 2022 · Other
- L••••• B••••••• T•••••• to S••••••• F••••••••Jun 17, 2019 · RIA to a newly registered adviser
Joined, latest
- E••••• E••• B••• from M••••••••• C•••••• M••••••••• L••Oct 10, 2017 · Other
Private funds
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| L••••• A••••••• R••••• F••• L• | Hedge Fund | $38.0M | 17 | Jan 8, 2021 |
| L••••• A••••••• R••••• O••••••• L••• | Hedge Fund | $24.3M | 25 | Jan 8, 2021 |
| L••••• T••• R••• F•••• L• | Hedge Fund | $7.0M | 4 | May 3, 2021 |
| L••••• H••••• E••••• F••• L• | Hedge Fund | $5.2M | 7 | Mar 30, 2023 |
Owners and control persons
Schedule A and B, latest filing
- H••••••••• W••••• N•• · Managing Partner And Ciocontrolsince 10/2011 · owns 10% to 25%
- T••••••••• I••• J•••••• A•••••• · Ceo & Ccocontrolsince 01/2021 · owns less than 5%
- Z•••••• J•••••••• N•• · Partner & Coocontrolsince 09/2021 · owns 5% to 10%
- H••••••••• W••••• N•• · Beneficiarycontrolsince 07/2007 · owns 50% to 75% of H•••••••• G••• T•••• 2•••
- M••••••• T••••••• B•••• · Managing Membercontrolsince 08/2023 · owns 75% or more of T••• H•••••••• L••
- T••••••••• I••• J•••••• A•••••• · Managing Membercontrolsince 01/2021 · owns 75% or more of L•• H••••••• L••
- G••••••••• S•••••• L•• · Non-Voting Profits Interest Recipientsince 09/2021 · owns 5% to 10%
- M••••••• J•••••• J••••• · Partner, Chief Strategy Officersince 12/2023 · owns less than 5%
- R••••• P••••••• J••••• · Partnersince 10/2011 · owns 5% to 10%
- T••••••• L•••••• B••••••• · Non-Voting Profits Interest Participantsince 11/2018 · owns less than 5%
- T•••••• D••••• W••• · Partnersince 09/2017 · owns 5% to 10%
Entity owners
- L•• H••••••• L•• · Partnerdirect · owns 10% to 25%
- R••••• H•••••••• L•• · Partnerdirect · owns 25% to 50%
- H•••••••• G••• T•••• 2••• · Memberindirect · owns 25% to 50% of R••••• H•••••••• L••
- T••• H•••••••• L•• · Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- L••••• C•••••• M••••••••• L••pooled vehicle sponsory
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Los Angeles, Ca · principal | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Mar 18, 2026institutional share of RAUM moved from 0.0% to 59.0% between the annual amendments of 2025-03-27 and 2026-03-18peers: other advisers, $100M to $500M (212)
- RAUM down 25 %Change between filings · filing Mar 18, 2026RAUM (Item 5.F) moved from $522,637,576 to $304,619,172 (-42.0%) between the annual amendments of 2025-03-27 and 2026-03-18; the peer median change was +8.0% (161 comparable advisers, 4.0th percentile of changes)peers: other advisers, $100M to $500M (161) · 4.4% percentile
What changed
consecutive filings, newest first
- Accounts · 5 to 11May 7, 2025 to Mar 18, 2026
- Assets in custody · $541M to $305MMay 7, 2025 to Mar 18, 2026
- Employees · 8 to 9May 7, 2025 to Mar 18, 2026
- Private funds · 5 to 4May 7, 2025 to Mar 18, 2026
- Discretionary RAUM · $541M to $305MMay 7, 2025 to Mar 18, 2026
- HNW RAUM · unset to 2281794.0May 7, 2025 to Mar 18, 2026
- Pooled vehicle RAUM · $541M to $123MMay 7, 2025 to Mar 18, 2026
- RAUM · $541M to $305MMay 7, 2025 to Mar 18, 2026
- Assets in custody · $523M to $541MMar 27, 2025 to May 7, 2025
- Financial planning clients · unset to Mar 27, 2025 to May 7, 2025
- Discretionary RAUM · $523M to $541MMar 27, 2025 to May 7, 2025
- Pooled vehicle RAUM · $523M to $541MMar 27, 2025 to May 7, 2025
- RAUM · $523M to $541MMar 27, 2025 to May 7, 2025
- Assets in custody · $320M to $523MMar 20, 2024 to Mar 27, 2025
- Other offices · 1 to 2Mar 20, 2024 to Mar 27, 2025
- Private funds · 4 to 5Mar 20, 2024 to Mar 27, 2025
- Discretionary RAUM · $320M to $523MMar 20, 2024 to Mar 27, 2025
- Pooled vehicle RAUM · $320M to $523MMar 20, 2024 to Mar 27, 2025
- RAUM · $320M to $523MMar 20, 2024 to Mar 27, 2025
- Accounts · 7 to 5Mar 30, 2023 to Mar 20, 2024
- Pooled vehicle clients · 7 to 5Mar 30, 2023 to Mar 20, 2024
- Assets in custody · $118M to $320MMar 30, 2023 to Mar 20, 2024
- Discretionary RAUM · $218M to $320MMar 30, 2023 to Mar 20, 2024
- Pooled vehicle RAUM · $218M to $320MMar 30, 2023 to Mar 20, 2024
- RAUM · $218M to $320MMar 30, 2023 to Mar 20, 2024
- Accounts · 6 to 7Oct 12, 2022 to Mar 30, 2023
- Advisory employees · 3 to 4Oct 12, 2022 to Mar 30, 2023
- Advisory activities · 1 to 3Oct 12, 2022 to Mar 30, 2023
- Pooled vehicle clients · 6 to 7Oct 12, 2022 to Mar 30, 2023
- Employees · 6 to 8Oct 12, 2022 to Mar 30, 2023
- Other offices · 0 to 1Oct 12, 2022 to Mar 30, 2023
- Private funds · 3 to 4Oct 12, 2022 to Mar 30, 2023
- Discretionary RAUM · $144M to $218MOct 12, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $144M to $218MOct 12, 2022 to Mar 30, 2023
- RAUM · $144M to $218MOct 12, 2022 to Mar 30, 2023
- Accounts · 7 to 6Jul 22, 2022 to Oct 12, 2022
- Advisory activities · 3 to 1Jul 22, 2022 to Oct 12, 2022
- Pooled vehicle clients · 4 to 6Jul 22, 2022 to Oct 12, 2022
- Assets in custody · $175M to $118MJul 22, 2022 to Oct 12, 2022
- Financial planning clients · 0 to unsetJul 22, 2022 to Oct 12, 2022
Signals
7 dated events
- L••••• C•••••• A•••••••• L•• reported RAUM $304.6M, down 44% from $541.0M (2025-05-07 to 2026-03-18)Mar 18, 2026 · RAUM change · derived
- L••••• C•••••• A•••••••• L•• reported RAUM $522.6M, up 63% from $319.8M (2024-03-20 to 2025-03-27)Mar 27, 2025 · RAUM change · derived
- L••••• C•••••• A•••••••• L•• reported RAUM $319.8M, up 47% from $217.7M (2023-03-30 to 2024-03-20)Mar 20, 2024 · RAUM change · derived
- Boldt Tiffany Mcguirk (Managing Member) appeared on Schedule A of L••••• C•••••• A•••••••• L••Mar 20, 2024 · Control person joined · fact
- E••••• E••• B••• left L••••• C•••••• A•••••••• L•• for B••• C•••••• M••••••••• L•• (registered 2025-11-05)Jul 27, 2022 · Advisor changed firm · fact
- Anthony Joseph Tagliaferro (Chief Operating Officer And General Counsel) appeared on Schedule A of L••••• C•••••• A•••••••• L••May 3, 2021 · Control person joined · fact
- L••••• C•••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Jan 8, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/logica-capital-advisers-llcreportedpublic record, Form ADV, Sep 18, 2026
- Website
- logicawealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 424-652-9500reportedpublic record, Form ADV, May 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $152Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026