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LOYOLA ASSET MANAGEMENT LLC
CRD 153255 · SEC 801-78216
2990 PONCE DE LEON BLVD, SUITE 202, CORAL GABLES, FL, 33134, United States
Phone
305-377-1941
Fax
305-377-1945
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.9M
Discretionary AUM
$63.9M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $1.3M |
| High net worth individuals | 14 | $14.9M |
| Pooled investment vehicles | 1 | $20.9M |
| Corporations/business entities | 22 | $202.7M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD