The LAWSON KROEKER INVESTMENT MANAGEMENT INC is a privately held investment adviser that advises $430.59mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. LAWSON KROEKER INVESTMENT MANAGEMENT INC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 13.17% over the last 5-years.
The Group has been registered with the SEC for 40.22 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1926 S. 67TH STREET SUITE 201, OMAHA, NEBRASKA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 7 employees comprised of 4 investment and 3 non-investment staff. The total number of Employees increased by 40% over the last 5-years.
Their $430.59mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $291.7mn or 67.74% of Total Assets and Charitable Organizations own $78.05mn or 18.13% 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 High Net Worth Individuals and Charitable Organizations.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
LAWSON KROEKER INVESTMENT MANAGEMENT INC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.