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Lowell Road Asset Management, Inc.

● SEC registered since 2014CRD 164370SEC# 801-80157Manhasset, NY
Export (members)
Reg. AUM
$48.5M
Employees
2
Accounts
120
Location
Manhasset, NY

Lowell Road Asset Management, Inc. assets under management

Lowell Road Asset Management, Inc. operates as an SEC-registered investment adviser based in Manhasset, NY. The firm has been registered since 2014. It reports $48.5 million in regulatory assets under management and employs 2 people.
www.lowellroad.comView on SEC.gov ↗

Lowell Road Asset Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Todd Michael Greenberg ControlPresident/Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Lowell Road Asset Management, Inc. manage?

Lowell Road Asset Management, Inc. reports $48.5 million in regulatory assets under management on its Form ADV.

How many employees does Lowell Road Asset Management, Inc. have?

Lowell Road Asset Management, Inc. reports 2 employees.

Where is Lowell Road Asset Management, Inc. located?

Lowell Road Asset Management, Inc. is based in Manhasset, NY and has been SEC-registered since 2014.

Does Lowell Road Asset Management, Inc. disclose fund performance?

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

Contact & registration

Address1295 Northern Boulevard, Suite 24, Manhasset, NY 11030
Phone516-767-1099
Fax516-767-2072
Office hours9 a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$23.2M
Non-discretionary$25.3M
Total (RAUM)$48.5M