PPrivate Fund Data Log in Join · $37/mo

Lewis Asset Management, LLC

● SEC registered since 2020CRD 143409SEC# 801-119399Lafayette, CA
Export (members)
Reg. AUM
$214.3M
Employees
5
Accounts
542
Location
Lafayette, CA

Lewis Asset Management, LLC assets under management

Lewis Asset Management, LLC is an investment advisory firm registered with the SEC based in Lafayette, CA. The firm has been registered since 2020. It reports $214.3 million in regulatory assets under management and employs 5 people.
www.instagram.com/lewisam_caresView on SEC.gov ↗

Lewis Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David William Lewis ControlManaging Member/Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does Lewis Asset Management, LLC manage?

Lewis Asset Management, LLC reports $214.3 million in regulatory assets under management on its Form ADV.

How many employees does Lewis Asset Management, LLC have?

Lewis Asset Management, LLC reports 5 employees.

Where is Lewis Asset Management, LLC located?

Lewis Asset Management, LLC is based in Lafayette, CA and has been SEC-registered since 2020.

Does Lewis Asset Management, LLC disclose fund performance?

Lewis Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address985 Moraga Rd., Suite 207, Lafayette, CA 94549
Phone925-284-4033
Fax925-284-4034
Office hours8:30a.m. To 5:30p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210M
Non-discretionary$4.4M
Total (RAUM)$214.3M