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- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-15-2010
- Office Locations
- 1
Office Locations
About Equity Logic
Equity Logic is a California-based RIA running ETF model strategies built around risk control and crash avoidance. CORE shifts between SPY and cash; ULTRA CORE mirrors trades using 2x S&P 500 exposure (SSO). The firm also deploys an aggressive long/short tactical leveraged-ETF sleeve when volatility is favorable. Evitar Corte uses an FOMC-guided model to sidestep major drawdowns and can hedge taxable portfolios quickly without triggering capital gains.
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Accredited Investors
Custodian
Investment Vehicles
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Owner & Executives
THOMAS HILL KEE JR
Chief Compliance Officer, Investment Advisor
- CRD
- #2369405
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | $150,000 |
| Non-Discretionary | $0 | -- |
| Total | $12,000,000 | $150,000 |
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Separately Managed Accounts
Total SMA Asset: $12,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,199,518,238 | 54.0% |
| Cash | $1,021,811,832 | 46.0% |
| Total | $2,221,330,070 | 100.0% |