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Alan B. Lancz & Associates, Inc.

● SEC registered since 1985CRD 105363SEC# 801-24450Toledo, OH
Export (members)
Ranks #5,080 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$162.2M
Fund GAV
$3.6M
Private funds
2
Employees
4
Accounts
159
Location
Toledo, OH

Alan B. Lancz & Associates, Inc. assets under management

Alan B. Lancz & Associates, Inc. is a registered investment adviser overseen by the SEC based in Toledo, OH. The firm has been registered since 1985. It reports $162.2 million in regulatory assets under management and employs 4 people. Alan B. Lancz & Associates, Inc. manages 2 private funds with combined gross assets of $3.6 million, including Contrarian Assets 2 Partnership. By regulatory assets, it ranks 5,080 of 5,911 private fund managers.

Alan B. Lancz & Associates, Inc. private funds

2 funds · $3.6M GAV
FundTypeGross assetsMin.
Contrarian Assets 2 PartnershipPrivate Equity$1.9M$25K
Contrarian Asset Holdings LLCPrivate Equity$1.7M$25K

Alan B. Lancz & Associates, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Alan Bruce Lancz ControlPresident/Chief Compliance OfficerOver 75%1985

Frequently asked questions

How much does Alan B. Lancz & Associates, Inc. manage?

Alan B. Lancz & Associates, Inc. reports $162.2 million in regulatory assets under management on its Form ADV.

How many private funds does Alan B. Lancz & Associates, Inc. manage?

Alan B. Lancz & Associates, Inc. manages 2 private funds with combined gross assets of $3.6 million.

How many employees does Alan B. Lancz & Associates, Inc. have?

Alan B. Lancz & Associates, Inc. reports 4 employees.

Where is Alan B. Lancz & Associates, Inc. located?

Alan B. Lancz & Associates, Inc. is based in Toledo, OH and has been SEC-registered since 1985.

Does Alan B. Lancz & Associates, Inc. disclose fund performance?

Alan B. Lancz & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3435 N Holland Sylvania Rd, Toledo, OH 43615
Phone419-536-5200
Fax419-536-5401
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1897835
Discloses disciplinary historyNo

Assets under management

Discretionary$162.2M
Non-discretionary$0
Total (RAUM)$162.2M