LOYOLA ASSET MANAGEMENT LLC

RIASEC RegisteredEst. 2013

Total AUM

$240M

Discretionary

$63.9M

27% of AUM

Avg account

$3.8M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Loyola Asset Management LLC is an individually owned, SEC-registered investment adviser organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. Registered in 2013, the firm charges fees as a percentage of assets under management and also acts as a registered representative of a broker-dealer. Its advisory mandate covers traditional portfolio management for individuals and small businesses, pooled investment vehicles and institutional clients, and the selection of other advisers and third-party managers. Investment activity is equity-focused, with a clear preference for exchange-traded equities as the primary building block of client portfolios. The firm operates both discretionary and non-discretionary relationships, and its business model includes allocating to outside managers and pooled products when appropriate rather than relying exclusively on in-house strategies. Loyola is not an active ESG investor and is not structured as a multi-state adviser.