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LUMMIS ASSET MANAGEMENT, L.P.
CRD 114357 · SEC 801-121447
301 COMMERCE STREET, SUITE 1900, FORT WORTH, TX, 76102, United States
Phone
817-348-0577
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$210.0M
Discretionary AUM
$210.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Partnership
Filing date
2026-04-21
Disciplinary history
No
Services
Portfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $4.7M |
| High net worth individuals | 29 | $183.9M |
| Charitable organizations | 2 | $21.4M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD