Lowenberg Group LLC

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Assets, Funds, Holdings

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Lowenberg Group LLC
CRD #290075
SEC #801-112094
CIK #
AUM $148.2 MM (2024-07-22)
Employees 4 (50% Investors, 0% Brokers)
Phone512-472-9033
Address906 Rio Grande Street
Austin, TX 78701
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
15012090603002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 7 1.1
(b) Individuals (high net worth individuals) 16 92.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 5.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 6 48.9
(n) Other 0 0.0
Total 103 148.2
By Discretionary
Discretionary 103 148.2
Non-Discretionary 0 0.0
Total 103 148.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 148.2
Total 103 148.2
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Keystone Wealth Advisors Incorporated
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