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| Keyboard |
| Loyola Asset Management LLC
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|
|---|---|
| CRD # | 153255 |
| SEC # | 801-78216 |
| CIK # | |
| AUM | 239.9 M (2026-03-17) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 305-377-1941 |
| Address | 2990 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Frank SPC Plus Ultra SP Fund Class L USD | 2016-03-17 | 20.9 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 1.3 |
| (b) Individuals (high net worth individuals) | 14 | 14.9 |
| (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 | 1 | 20.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 22 | 202.7 |
| (n) Other | 0 | 0.0 |
| Total | 63 | 239.9 |
| By Discretionary | ||
| Discretionary | 50 | 63.9 |
| Non-Discretionary | 13 | 176.0 |
| Total | 63 | 239.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 66.8 | |
| United States Persons | 173.1 | |
| Total | 63 | 239.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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