A complete list of active advisors currently associated with Lountzis Asset Management, LLC
Warmer can help you find a great advisor at Lountzis Asset Management, LLC or one who fits your needs even better.
Lountzis Asset Management provides discretionary portfolio management and limited financial planning to individuals, high-net-worth families, institutions, retirement plans and investment limited partnerships. The firm reported $624,143,653 in discretionary assets under management as of February 16, 2025 and generally applies a $1,000,000 minimum portfolio size while reserving discretion to accept smaller accounts in certain circumstances. The firm’s investment process emphasizes fundamental, field-based research, concentrated equity holdings and low turnover, with a focus on businesses the firm views as undervalued across domestic and international market capitalizations. Lountzis also recommends privately placed securities to qualified or accredited investors and advises on assets held outside primary custodians, such as variable insurance products and employer-sponsored plans. Distinctive features include serving as investment manager and affiliated sponsor of Achtinon Capital Partners, L.P., a Reg D private partnership that seeks long-term capital appreciation via equity investments, carries a $1,000,000 minimum, and provides for performance-based allocations to the general partner; the brochure notes the firm has not historically had advisory clients invest in Achtinon. The firm also manages pooled vehicles and addresses related custody and audit obligations (engaging a PCAOB-registered independent accountant and distributing audited financials), and it operates from multiple offices—characteristics that are less common among peers with similar team-size and AUM.
To learn more about the advisors currently working at Lountzis Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wyomissing, PA
| 25
| |
Wyomissing, PA
| 13
| |
Wyomissing, PA
| 3
|
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