Bond Logistix LLC (Los Angeles)

Name: Bond Logistix LLC
Address: 777 South Figueroa Street, Los Angeles, CA, 90017
Telephone: 213-612-2200

Bond Logistix LLC is a large advisory firm based in Los Angeles. It manages $1.3 billion of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Colorado, and 12 other states.

Bond Logistix provides portfolio management for pooled investment vehicles and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bond Logistix: assets under management

The assets under management (AUM) of Bond Logistix LLC is $1.3 billion. The firm's AUM has grown by 193% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.01 billion in discretionary accounts and $292.49 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $292.49 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bond Logistix LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bond Logistix LLC

Mark John Creger has served as the Chief Investment Officer since 1 Dec 2006. William Gordon Robertson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Craig Underwood	Ceo/designated principal	1 Sep 2000	Other	2395710
Jeffrey Stanley Smith	Managing director/advisory rep	1 Sep 2000	Other	4389122
Christian David Toft	Managing director/advisory rep	1 Sep 2000	Other	4389124
Eric Hyungson Chu	Managing director/advisory rep	1 Sep 2000	Other	4389126
Sandra Fuller Stallings	Managing director/advisory rep	1 Sep 2000	Other	2022359
Herrington And Sutcliffe Llp Orrick	Sole owner	1 Sep 2000	75% - 100%	94-2952627
Mark John Creger	Chief investment officer/portfolio manager	1 Dec 2006	Other	2835709
William Gordon Robertson	Chief compliance officer	1 Mar 2010	Other	1570664

Based in Los Angeles

The principal office where Bond Logistix LLC performs its advisory services is located at 777 South Figueroa Street, Los Angeles, CA 90017 The mailing address of the firm is 777 South Figueroa Street, Los Angeles, CA 90017. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 213-612-2200 or by fax 213-612-2499. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bondlogistix.com.