Equity Logic
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Equity Logic manages roughly $12 million for a small client base and provides discretionary, rules-based portfolio management to individuals, institutions, and third-party advisors. The firm offers a range of ETF-focused strategies (long, short, and leveraged), bespoke trading strategies, an overlay service for taxable portfolios, and a non-discretionary Strategy Execution Service (SES) that executes client-initiated webhook/FIX signals.
Investment decisions are driven by systematic, multi-horizon models applied to US-listed equities and ETFs; some intraday strategies (e.g., CORE Long Only) exit to cash daily while other variants employ margin and short signals. Equity Logic typically exercises discretionary authority for its proprietary strategies but segregates SES as a client-directed execution service, and it implements performance-participation arrangements only with qualified clients.
Noteworthy distinctions include the firm’s use of performance-based fees within a small, largely solo advisory practice and its explicit acceptance of institutional and third-party clients, both less common among peers. The firm’s webhook/FIX SES, margin-capable overlay capability, virtual/cloud-based operations, and the principal’s external subscription publication further differentiate its service and operational model from typical independent advisers.
Client services
Expertise
Fee options
SES one-time setup fee minimum $250, negotiated based on setup complexity.
$0 - $5,000,000: Base management fees as per strategy fee schedule $5,000,000 - $10,000,000: 10% discount on management fees $10,000,000 - $50,000,000: 20% discount on management fees $50,000,000+: 30% discount on management fees
20% performance fee above benchmarks applicable to several strategies; none for SES or Evitar Corte.
Account minimum: $500,000 Fee-only: Management fees based on AUM for most strategies, plus possible one-time setup fees for SES; no commissions.
Main office
Rancho Santa Fe CA
Advisors at this office
1
Most active in
California
Also doing business as
Equity Logic · Equity Logic, LLC
Disclosures
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