Logical Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Logical Investments, LLC is an independent advisory firm that manages roughly $45.7 million for about 77 clients, providing discretionary portfolio management and limited financial planning and tax services to individuals, businesses, and limited partners of a pooled investment vehicle. The firm offers comprehensive account oversight and financial consulting, generally delivered through model-driven portfolio implementations and periodic client meetings.
The firm’s investment approach relies on model portfolios with an explicit hedging component, combining core, multi-asset allocations with alternative income techniques and momentum-based, programmed trading. Research methods include both fundamental and statistical analysis, and accounts are reviewed at least quarterly with discretionary authority for day-to-day portfolio adjustments.
What sets this firm apart from many solo independent advisers is its role as founder, general partner and investment manager of Oakstone Hedged Equity, LP, a private pooled vehicle—an arrangement that is uncommon among peers; while the fund’s offering contemplates performance-based compensation, current limited partners operate under side-letter arrangements that reduce or eliminate those incentives and the firm discloses policies to address related conflicts. The firm also employs option-selling strategies (including partially or fully uncovered short positions) and momentum trade programs that generate frequent trading activity and use human oversight of automated order generation and group execution to help manage execution costs.
Client services
Expertise
Fee options
$0+: up to 1.5% annually, typically 1.0% annually $100,000+: 1% or less for Limited Partners with side letter agreements $100,000+: 2% annually management fee plus 20% performance fee (boilerplate; not currently charged)
Rarely used, fully disclosed if applicable; usual business is fee based
Negotiated fee for financial planning and tax services for non-investment clients
20% performance incentive bonus for Oakstone Hedge Fund Limited Partners per PPM; not currently charged and no plans to charge
Account minimum: $5,000 Fee-only: Typically 1.0% annually of portfolio assets being managed, fees billed quarterly in arrears, ranging up to 1.5%
Main office
11949 Bricksome, Suite #A
Baton Rouge LA 70816
Advisors at this office
1
Most active in
Louisiana · Texas
Also doing business as
Logical Investment Solutions LLC · Logical Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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