# Portfolio Logix

Portfolio Logix is a Registered Investment Advisor.

## Overview

- **Organization type:** Registered Investment Advisor
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 305082
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305082

## About

PORTFOLIO LOGIX, LLC is a state-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.

## Sectors

- Private Credit
- Real Estate
- Infrastructure

## People

- No publicly named principals

## Related profiles

- [PINNACLE TREASURY INVESTMENTS, LLC](https://altss.com/profile/pinnacle-treasury-investments-llc)
- [Hirzel Capital LLC](https://altss.com/profile/hirzel-capital-llc)

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Last updated: 2026-08-14T12:30:00.000Z

Canonical page: https://altss.com/profile/portfolio-logix-llc

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