|
⚲
|
| Loyola Asset Management LLC
✚
|
|
|---|---|
| CRD # | 153255 |
| SEC # | 801-78216 |
| CIK # | |
| AUM | $263.3 M (2025-04-14) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 305-377-1941 |
| Address | 2990 Ponce de Leon Blvd Coral Gables, FL 33134 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Frank SPC Plus Ultra SP Fund Class L USD | 2016-03-17 | 21.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 1.1 |
| (b) Individuals (high net worth individuals) | 15 | 14.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 21.8 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 19 | 226.2 |
| (n) Other | 0 | 0.0 |
| Total | 61 | 263.3 |
| By Discretionary | ||
| Discretionary | 46 | 66.5 |
| Non-Discretionary | 15 | 196.9 |
| Total | 61 | 263.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 72.3 | |
| United States Persons | 191.1 | |
| Total | 61 | 263.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marshall Investment Management LLC
✚
|
CO | 0.3 |
|
Portico Wealth Advisors LLC
✚
|
CA | 0.3 |
|
Premier Private Wealth LLC
✚
|
TN | 0.3 |
|
Holland Advisory Services Inc
✚
|
FL | 0.3 |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 0.3 |
|
Eastgate Capital Advisors LLC
✚
|
IL | 0.3 |
|
Rademacher Financial Inc
✚
|
KS | 0.3 |
|
Columbia Advisory Partners LLC
✚
|
WA | 0.3 |
|
Branson Frank A Inc
✚
|
CA | 0.3 |
|
NorthStar Financial Planning LLC
✚
|
NH | 0.3 |