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LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC

Business and Investment Profile

The LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC is a privately held investment adviser that advises $101.91Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LOWE ENTERPRISES INVESTMENT 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 535.95% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 25.73 years and is comprised of 4 filing and 0 relying advisers. They operate out of 33 office locations with their Headquarters at 10 HUDSON YARDS, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.

Employee Profile

They have 2,236 employees comprised of 2,150 investment and 86 non-investment staff. The total number of Employees increased by 10.47% over the last 5-years.

Asset Profile

Their $101.91Bn in assets advised are owned by 0 private funds, 24 public funds and BDCs and 1,772 other accounts. Assets of High Net Worth Individuals clients own $9.49Bn or 9.31% of Total Assets and Individuals own $9.21Bn or 9.04% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include , representing of total assets, respectively.

Client Profile

They advise 7 types of clients, top clients are High Net Worth Individuals and Individuals.

Service Provider Profile

The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses advisory fees, fixed fees, management fees and performance-based fees.

Sub-Advisers

LOWE ENTERPRISES INVESTMENT 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.

Full profile: LOWE ENTERPRISES INVESTMENT MANAGEMENT, LLC

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Generated 2026-09-12T06:47:46.4573694.  © 2026 Convergence.