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Lowenberg Group LLC
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CRD # | 290075 |
SEC # | 801-112094 |
CIK # | |
AUM | $148.2 MM (2024-07-22) |
Employees | 4 (50% Investors, 0% Brokers) |
Phone | 512-472-9033 |
Address | 906 Rio Grande Street Austin, TX 78701 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 7 | 1.1 |
(b) Individuals (high net worth individuals) | 16 | 92.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 5.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 6 | 48.9 |
(n) Other | 0 | 0.0 |
Total | 103 | 148.2 |
By Discretionary | ||
Discretionary | 103 | 148.2 |
Non-Discretionary | 0 | 0.0 |
Total | 103 | 148.2 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 148.2 | |
Total | 103 | 148.2 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Go Invest LLC
✚
|
UT | 0.1 |
Fortis Portfolio Solutions LLC
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|
IL | 0.1 |
Confidential Management Advisors Inc
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|
MI | 0.1 |
CQ Wealth Advisors Inc
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|
CA | 0.1 |
Chris Bulman Inc
✚
|
CA | 0.1 |
Wharton Wealth Management LLC
✚
|
PA | 0.1 |
Williams Wealth Management Group Inc
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|
FL | 0.1 |
Castleton Partners LLC
✚
|
NY | 0.1 |
Guardsman Private Capital Management Inc
✚
|
FL | 0.1 |
Keystone Wealth Advisors Incorporated
✚
|
MN | 0.1 |