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Lummis Asset Management, L.P.

● SEC registered since 2021CRD 114357SEC# 801-121447Fort Worth, TX
Export (members)
Reg. AUM
$227M
Employees
1
Accounts
155
Location
Fort Worth, TX

Lummis Asset Management, L.P. assets under management

Lummis Asset Management, L.P. is an investment advisory firm registered with the SEC based in Fort Worth, TX. The firm has been registered since 2021. It reports $227 million in regulatory assets under management and employs 1 people.
www.lamcocapital.comView on SEC.gov ↗

Lummis Asset Management, L.P. owners & executives

3 reported
NameTitleOwnershipSince
Lamco Capital, LLCGeneral PartnerOver 75%1998
Palmer Bradley Lummis ControlChief Compliance Officer/General Partner/President Of Lamco Capital, LlcUnder 5%1998
Palmer Bradley Lummis ControlOwnerOver 75%1998

Frequently asked questions

How much does Lummis Asset Management, L.P. manage?

Lummis Asset Management, L.P. reports $227 million in regulatory assets under management on its Form ADV.

How many employees does Lummis Asset Management, L.P. have?

Lummis Asset Management, L.P. reports 1 employees.

Where is Lummis Asset Management, L.P. located?

Lummis Asset Management, L.P. is based in Fort Worth, TX and has been SEC-registered since 2021.

Does Lummis Asset Management, L.P. disclose fund performance?

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

Contact & registration

Address301 Commerce Street, Suite 1380, Fort Worth, TX 76102
Phone817-348-0577
Office hours8:30a.m. - 5:00p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$221.5M
Non-discretionary$5.5M
Total (RAUM)$227M