9AT: ADVISOR LOGISTICS, LLC

Adviser Profile

As of Date	03/20/2026
Registration	SEC, Approved, 03/09/2018
ADV Location	BOERNE, TX, United States
Contact Info	210 xxxxxxx
Websites

AUM^*	6,289,000,000 27%
of that, discretionary	0
Number of Employees	6
of those in investment advisory functions	2 100%
Private Fund GAV^*	0
Avg Account Size	224,607 -8%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Other investment advisers

Advisory Activities

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ROC INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.5m	#Funds-
Adviser LENS INVESTMENTS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM6.5m	#Funds-
Adviser GURUFOCUS INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM35.8m	#Funds-
Adviser SAGOL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM34.3m	#Funds-
Adviser AOT INVEST LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM93.9m	#Funds-
Adviser OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM229.5m	#Funds-
Adviser OLDEN LANE ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM19.2m	#Funds-
Adviser DEVENIR INVESTMENT ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM13.0b	#Funds-
Adviser VESTWELL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser STONECASTLE ASSET MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM7.5m	#Funds-

Brochure Summary

Overview

Advisor Logistics, LLC is an investment adviser registered with the US Securities and Exchange Commission (the SEC) under the Investment Advisers Act of 1940, as amended (the “Advisers Act”). Advisor Logistics, LLC was founded in March of 2018. The Principal Owner of the firm is Brett Wheeler. Primarily, Advisor Logistics, LLC provides outsourced trading, portfolio management, and oversight services, as a Sub-Adviser to other registered investment advisers (“Advisor”). As of the date of this brochure, Advisor Logistics, LLC has approximately $3,206,816,745 in non-discretionary assets under management. Advisor Logistics, LLC services are typically referred to as “OPM”, or overlay portfolio management services, where the investment instructions are provided by the Advisor directly to Advisor Logistics, LLC. Advisor Logistics, LLC will then implement those instructions without bias. “Investment Guidelines” can include, but are not limited to, model type, tolerances/thresholds, substitutions, cash management, and dollar cost averaging instruction. No solicitation of investment advice or investment preference is given

to the Advisor unless explicitly asked for by the Advisor. In such cases, an additional offering may be made but is not part of the original service offering. Investments instructions are provided to Advisor Logistics, LLC by your Advisor in the form of asset allocation strategies (“Investment Guidelines”). Advisor Logistics, LLC does not recommend Investment Guidelines for Advisor client’s accounts. Your Advisor may elect to employ a Strategy from a third-party Strategy Provider (“Strategist”). Please refer to your Advisor’s brochure regarding the types of services they may provide or currently employ. Advisor Logistics, LLC may, at times, be asked for their opinions on Investment Guidelines and ask Advisor Logistics, LLC Make recommendations to the Advisor as to the composition and allocation of the Accounts, the nature and timing of the changes therein, and the manner of implementing such changes, including recommendations as to the specific securities and other assets to be purchased, retained, or sold by the Accounts. However, all investment decisions will ultimately be the responsibility of the Advisor

ADVISOR LOGISTICS, LLC

ADVISOR LOGISTICS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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ADVISOR LOGISTICS, LLC ADVISOR LOGISTICS, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

ADVISOR LOGISTICS, LLC

ADVISOR LOGISTICS, LLC