The LOYOLA ASSET MANAGEMENT LLC is a privately held investment adviser that advises $239.9mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. LOYOLA ASSET MANAGEMENT LLC is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 20.92% over the last 5-years.
The Group has been registered with the SEC for 13.12 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 2990 PONCE DE LEON BLVD SUITE 202, CORAL GABLES, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 5 employees comprised of 3 investment and 2 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $239.9mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 22 other accounts. Assets of Corporations or Other Businesses clients own $202.73mn or 84.51% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $20.89mn or 8.71% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are Corporations or Other Businesses and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
LOYOLA ASSET MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.