Loyola Asset Management LLC
Firm details
- Headquarters
- Coral Gables, Florida
- CRD number
- 153255
- Registered since
- June 19, 2013
- Website
- www.loyola-asset.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses84.51%
- Pooled Investment Vehicles8.71%
- HNWI6.22%
- Individuals0.56%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Loyola Asset Management LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 2013. The firm acts as a capital allocator for both high-net-worth individuals and institutional clients, charging fees as a percentage of assets under management. Loyola provides portfolio management across multiple client types — individuals and small businesses, pooled investment vehicles, and institutional or corporate accounts — and also engages in selecting external advisers. It operates in a hybrid capacity as a registered representative of a broker-dealer and is not positioned as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Private Funds8%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Contacts
3 of 3
Alvaro Castillo
Founder & Managing PartnerCRD 1863833
Fernando Castillo
Partner, Financial AdvisorCRD 7625950
Santiago Castillo
Client Relationship ManagerCRD 6753276
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Coral Gables, FL
Miami Dade
Location
Coral Gables, FL
Headquartered in Coral Gables, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 2990 Ponce De Leon Blvd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
True Wealth Advisory Group
RIACoral Gables, FL
MBF Healthcare Management II, LLC
RIACoral Gables, FL
Angelus Investment Consulting, Inc.
RIACoral Gables, FL
Dragus Capital, LLC
RIACoral Gables, FL
Lynx Advisory Partners
RIACoral Gables, FL
Mara River Capital Management, LP
RIACoral Gables, FL