LSV Asset Management

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Assets, Funds, Holdings

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CAFR Data
LSV Asset Management
CRD #109918
SEC #801-47689
CIK #1050470
AUM $105.8 BB (100% Disc, 77% US)
Employees43 (28% Investors, 14% Brokers)
Phone312-460-2443
Address155 North Wacker Drive
Chicago, IL 60606
Source [IAPD] [EDGAR] [Website]
Total AUM ($BB)
1209672482402000200620132020
Sector Holding Cap ($MM) Value ($MM)
PFE230,400.01,527.7
INTC239,910.01,153.4
CSCO228,550.01,091.3
JPM341,670.01,035.1
VZ237,920.01,033.7
JNJ369,000.01,026.6
WBA57,250.0790.2
AMGN114,590.0783.5
C145,840.0711.0
BAC279,520.0702.4
View All
Holdings by Sector ($)
604836241202014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other LSV Frontier Markets Equity Fund LP [2014-04-14] 105.5 91.1
Other LSV Japan Large Cap Value Equity Fund LP [2011-06-02] 3.0 4.4
Other LSV International Small Cap Equity Fund LP [2011-05-05] 282.1 307.2
Other LSV Global CV Equity Fund LP [2011-04-01] 94.6 71.2
Other LSV International AC Equity Fund LP [2011-04-01] 1,005.5 898.0
Other LSV Japan Small Cap Equity Fund LP [2011-04-01] 16.2 11.5
Other LSV Micro Cap Fund LP [2011-04-01] 24.7 25.4
Other LSV Global Concentrated Value Fund LP [2010-12-07] 73.9 118.6
Other LSV Australia Small Cap Equity Fund LP [2010-04-30] 16.2 15.4
Other LSV Canada Small Cap Equity Fund LP [2010-04-30] 22.0 17.4
View All
Fund Directors # Filings # Firms 2011 - 2020
LSV Asset Management 12 1
Josh Odonnell 12 1
Josh Odonnel 11 1
Tremaine Atkinson 11 1
Tremain Atkinson 1 1
Kevin Phelan 1 1
Comparable Firms State AUM ($BB)
Renaissance Technologies LLC
NY 130.9
Quantitative Management Associates LLC
NJ 108.8
Investec Asset Management Limited
106.0
Arrowstreet Capital Limited Partnership
MA 98.3
Aegon USA Investment Management LLC
IA 96.0
Alphadyne Asset Management LP
NY 87.7
BlueCrest Capital Management Limited
86.6
Acadian Asset Management LLC
MA 84.6
ExodusPoint Capital Management LP
NY 82.2
Two Sigma Advisers LP
NY 78.3
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