Allocator Index · CRD 118923

LOUNTZIS ASSET MANAGEMENT, LLC

Wyomissing, PA · (610) 375-2585 · lountzis.com

SEC IAPD record ↗

Fit score

76

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=75+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

99

Other individuals

55

HNW assets

$580.8M

Total AUM

$624.1M

Employees

5

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
ACHTINON CAPITAL PARTNERS, LPHedge Fund$10.1M