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LSV ASSET MANAGEMENT
CRD 109918 · SEC 801-47689
155 NORTH WACKER DRIVE, SUITE 4600, CHICAGO, IL, 60606, United States
Phone
312-460-2443
Fax
312-220-9241
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$104.25B
Discretionary AUM
$104.25B
Team
45 total employees; 15 advisory reps; 2 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees; ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS
Org form
Partnership
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)PROVISION OF MODEL PORTFOLIOS TO CLIENTS WHO ARE MODEL ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 10 | $15.50B |
| Pooled investment vehicles | 44 | $24.52B |
| Pension/profit sharing plans | 41 | $5.26B |
| Charitable organizations | 27 | $7.96B |
| State/municipal entities | 37 | $30.45B |
| Sovereign wealth funds | 11 | $11.18B |
| Corporations/business entities | 46 | $9.37B |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD