Firm profile

LOGICA CAPITAL ADVISERS, LLC

LOS ANGELES, CACRD 168906Latest ADV March 18, 2026

Logica Capital Advisers, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 18, 2026, reports $305M in regulatory assets under management, 9 employees, 2 offices, and 11 accounts.

Assets Under Management
$305M
Employees
9
Offices
2 offices
Total Clients
5
Primary office
LOS ANGELES, CA
11726 SAN VICENTE BLVD., SUITE 480, LOS ANGELES, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOJoseph A. Tagliaferro Iii
CCOJoseph A. Tagliaferro Iii
CIOWayne N. Himelsein

Advisory services offered

3 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$305Mas of March 18, 2026
Discretionary100.0%
$305M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$305M
Total Accounts11
10Y AUM Change+$204M (+202.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee1:1
10Y Employee Change+3 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.