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Portfolio Logix
PORTFOLIO LOGIX, LLC is an SEC-registered investment adviser in MISSOULA, MT. The firm manages $39 million in assets, $20 million on a discretionary basis.
Portfolio Logix
PORTFOLIO LOGIX, LLC is an SEC-registered investment adviser in MISSOULA, MT. The firm manages $39 million in assets, $20 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
Registered Investment Advisor
Location
Region
North America
Principals
No publicly named principals
Sector focus
Frequently asked questions
What is Portfolio Logix?
Portfolio Logix is a registered investment advisor tracked on Altss.
What does Altss track for Portfolio Logix?
Altss maintains an OSINT-verified profile of Portfolio Logix covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is Portfolio Logix?
Portfolio Logix is classified by Altss as a Registered Investment Advisor within the North America region.
How does Altss source intelligence on Portfolio Logix?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Portfolio Logix's Altss profile last updated?
Portfolio Logix's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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