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Loyola Asset Management LLC

● SEC registered since 2013CRD 153255SEC# 801-78216Coral Gables, FL
Export (members)
Ranks #4,437 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$263.3M
Fund GAV
$21.8M
Private funds
1
Employees
6
Accounts
61
Location
Coral Gables, FL

Loyola Asset Management LLC assets under management

Loyola Asset Management LLC is a registered investment adviser overseen by the SEC based in Coral Gables, FL. The firm has been registered since 2013. It reports $263.3 million in regulatory assets under management and employs 6 people. Loyola Asset Management LLC manages 1 private fund with combined gross assets of $21.8 million, including Frank SPC Plus Ultra Sp Fund Class L (usd). By regulatory assets, it ranks 4,437 of 5,911 private fund managers.

Loyola Asset Management LLC private funds

1 funds · $21.8M GAV
FundTypeGross assetsMin.
Frank SPC Plus Ultra Sp Fund Class L (usd)Other Private$21.8M$100K

Loyola Asset Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Alvaro Ramon Castillo ControlManaging Member & Chief Compliance OfficerOver 75%2022

Frequently asked questions

How much does Loyola Asset Management LLC manage?

Loyola Asset Management LLC reports $263.3 million in regulatory assets under management on its Form ADV.

How many private funds does Loyola Asset Management LLC manage?

Loyola Asset Management LLC manages 1 private funds with combined gross assets of $21.8 million.

How many employees does Loyola Asset Management LLC have?

Loyola Asset Management LLC reports 6 employees.

Where is Loyola Asset Management LLC located?

Loyola Asset Management LLC is based in Coral Gables, FL and has been SEC-registered since 2013.

Does Loyola Asset Management LLC disclose fund performance?

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

Contact & registration

Address2990 Ponce de Leon Blvd, Suite 202, Coral Gables, FL 33134
Phone305-377-1941
Fax305-377-1945
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$66.5M
Non-discretionary$196.9M
Total (RAUM)$263.3M

Service providers