Logia Portfolio Management, LLC (Leawood)

Name: Logia Portfolio Management, LLC
Address: 15100 Rosewood Street, Leawood, KS, 66224
Telephone: 844-882-0193

Logia Portfolio Management, LLC is a large advisory firm based in Leawood. It manages $558.73 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Arizona, Colorado, and Kansas.

Logia Portfolio Management provides portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Logia Portfolio Management: assets under management

The assets under management (AUM) of Logia Portfolio Management, LLC is $558.73 million. The firm's AUM has grown by 88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Logia Portfolio Management has custody of $558.73 million in cash and securities for 1 client in total and its related person acts as a qualified custodian.

Investments

The firm invests in investment and business development companies the most. They account for 42% of the total AUM. The second-largest asset type is government bonds, which make up 20% of the firm’s portfolio. Investments in exchange traded securities form 12% of the total invested assets.

Careers at Logia Portfolio Management, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Michael William Winkel has been acting as President since 1 Jul 2015. Firstsun Capital Bancorp joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Sunflower Financial Inc	Owner	1 Jul 2015	75% - 100%	48-0985808
Michael William Winkel	President	1 Jul 2015	Other	4506086
Kevin Paul Maas	Chief compliance officer	1 Jul 2015	Other	2692487
David Bradley Ferry	Senior vice president	1 Jul 2015	Other	5667832
Natalie Marie Mason	Chief compliance officer	1 Apr 2017	Other	6818280
Kelly Brian Rorie	Treasurer	1 Apr 2017	Other	6818528
Alissa C Foth	Secretary	1 Apr 2017	Other	6818673
Firstsun Capital Bancorp	Owner	1 Jun 2017	75% - 100%	81-4552413

Based in Leawood

The principal office where Logia Portfolio Management, LLC performs its advisory services is located at 15100 Rosewood Street, Leawood, KS 66224, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 844-882-0193. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at logiapm.com.