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Lountzis Asset Management, LLC

● SEC registered since 2015CRD 118923SEC# 801-80715Wyomissing, PA
Export (members)
Ranks #3,433 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$548.8M
Fund GAV
$9.7M
Private funds
1
Employees
6
Accounts
298
Location
Wyomissing, PA

Lountzis Asset Management, LLC assets under management

Lountzis Asset Management, LLC is a registered investment adviser overseen by the SEC based in Wyomissing, PA. The firm has been registered since 2015. It reports $548.8 million in regulatory assets under management and employs 6 people. Lountzis Asset Management, LLC manages 1 private fund with combined gross assets of $9.7 million, including Achtinon Capital Partners, LP. By regulatory assets, it ranks 3,433 of 5,911 private fund managers.

Lountzis Asset Management, LLC private funds

1 funds · $9.7M GAV
FundTypeGross assetsMin.
Achtinon Capital Partners, LPHedge$9.7M$1M

Lountzis Asset Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Apostolos Paul John Lountzis ControlManaging Member, President, And Chief Compliance OfficerOver 75%2000

Frequently asked questions

How much does Lountzis Asset Management, LLC manage?

Lountzis Asset Management, LLC reports $548.8 million in regulatory assets under management on its Form ADV.

How many private funds does Lountzis Asset Management, LLC manage?

Lountzis Asset Management, LLC manages 1 private funds with combined gross assets of $9.7 million.

How many employees does Lountzis Asset Management, LLC have?

Lountzis Asset Management, LLC reports 6 employees.

Where is Lountzis Asset Management, LLC located?

Lountzis Asset Management, LLC is based in Wyomissing, PA and has been SEC-registered since 2015.

Does Lountzis Asset Management, LLC disclose fund performance?

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

Contact & registration

Address60 Commerce Drive, Wyomissing, PA 19610
Phone(610) 375-2585
Fax(610) 375-3324
Office hours8:30 a.m.-5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$548.8M
Non-discretionary$0
Total (RAUM)$548.8M

Service providers