# Sector Logic, LP

> Sector Logic, LP is a state-registered investment advisory firm in Santa Ana, CA, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 143470
- Filed as: SECTOR LOGIC, LP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Santa Ana, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143470
- AdvisorCensus page: https://advisorcensus.com/firm/sector-logic-lp-santa-ana-ca-143470

## Quick answers

**How is Sector Logic, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Sector Logic, LP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sector Logic, LP located?**
Sector Logic, LP's principal office is in Santa Ana, CA, according to its Form ADV.

**Is Sector Logic, LP registered with the SEC or a state?**
Sector Logic, LP is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143470.

**How much does Sector Logic, LP manage?**
Sector Logic, LP reports $43,760,148 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (93% discretionary).

**What types of clients does Sector Logic, LP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); high net worth individuals (17); corporations or other businesses not listed above (2).

**Does Sector Logic, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143470

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $43,760,148
- Discretionary: $40,491,496
- Non-discretionary: $3,268,652

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $5,583,865 |
| High net worth individuals | 17 | $35,637,697 |
| Corporations or other businesses not listed above | 2 | $2,538,586 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sectorlogic.com](https://sectorlogic.com)
- Facebook facebook.com
- LinkedIn @charles-rother-4a227782

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sector Logic, LP (CRD 143470): Form ADV filing data as of October 2026.