Verified 10 Nov 2026
Lountzis Asset Management, LLC
Lountzis Asset Management, LLC is a multi-family office based in Wyomissing, Pennsylvania, with further offices in New York and Sarasota, Florida. It invests client capital mainly in listed equities and fixed income, plus select private market opportunities, using a value-based research approach. Its founder and president was earlier a partner at Ruane, Cunniff & Company, and its Form ADV filed on 24 March 2026 reported $624 million in regulatory assets for 99 clients.
- Type
- Multi-family office
- Location
- Wyomissing, Pennsylvania, United States
- Sectors
- Public equities, Private equity, Hedge funds, Fixed income
- Fund size / AUM
- $624M regulatory AUM (Form ADV, filed 2026-03-24)
- Latest fund or filing
- 24 Mar 2026
- Website
- www.lountzis.com
Contacts on file
For Lountzis Asset Management, LLC, the paid file holds: 1 named decision-maker with roles.
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Sources
- adviserinfo.sec.gov/firm/summary/118923
- reports.adviserinfo.sec.gov/reports/ADV/118923/PDF/118923.pdf
- lountzis.com/
- lountzis.com/investment-philosophy/
- lountzis.com/about-us/
- lountzis.com/contact-us/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 10 lists
US family offices that invest in hedge funds (32)Family offices that invest in hedge funds (40)Family offices that invest in fixed income (93)US family offices that invest in private equity (111)Family offices in the Northeast (112)Family offices that invest in private equity (177)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)