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Loge Solutions, LLC (Boston)


Loge Solutions, LLC is a large advisory firm based in Boston. It manages $263.91 million of regulatory assets for 306 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California, Colorado, Florida, Massachusetts, and New York.

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Loge Solutions provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and options market signals. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Loge Solutions: assets under management

The assets under management (AUM) of Loge Solutions, LLC is $263.91 million. The firm's AUM has grown by 1064% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $260.26 million in discretionary accounts and $3.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $879.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $364.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Loge Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Loge Solutions, LLC performs its advisory services is located at 50 Congress Street, Boston, MA 02109, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 800-928-4690 or by fax 800-928-7624. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at log-e.com.


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