Lountzis Asset Management is a fund manager in Wyomissing with $415.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
233059752
SEC advisor number
801-80715
FINRA CRD number
118923
AUM ?
$415.33 mm
(as of 18 Oct 23)
Accounts
275
(as of 18 Oct 23)
Employees
6
(2 investment advisory or research)
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Lountzis Asset Management, LLC | $415.55 mm | |
Achtinon Capital Partners, LP | $8.01 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
25 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21