LUMMIS ASSET MANAGEMENT, L.P.
CRD #114357 SEC #801-121447 FORT WORTH, TX 817-348-0577
SEC Registered
Total AUM
$227M
Discretionary
$221.5M
Employees
1
Clients
--
Accounts
155
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $227M | $221.5M | $5.5M | 1 | 2 |
| Apr 2025 | $227M | $221.5M | $5.5M | 1 | 2 |
| Apr 2025 | $227M | $221.5M | $5.5M | 1 | 2 |
| Mar 2025 | $227M | $221.5M | $5.5M | 1 | 2 |
| Apr 2024 | $183.2M | $174.9M | $8.3M | 1 | 0 |
| Mar 2024 | $183.2M | $174.9M | $8.3M | 1 | 0 |
| Feb 2024 | $177.9M | $169.8M | $8.2M | 1 | 0 |
| Mar 2023 | $177.9M | $169.8M | $8.2M | 1 | 0 |
| Oct 2022 | $185.8M | $177M | $8.8M | 1 | 0 |
| Aug 2022 | $185.8M | $177M | $8.8M | 1 | 0 |
| Apr 2022 | $185.8M | $177M | $8.8M | 1 | 0 |
| Mar 2022 | $185.8M | $177M | $8.8M | 1 | 0 |
| Jun 2021 | $123.9M | $122.1M | $1.8M | 1 | 0 |
| May 2021 | $123.9M | $122.1M | $1.8M | 1 | 0 |
| May 2021 | $123.9M | $122.1M | $1.8M | 1 | 0 |
| Mar 2012 | $54.5M | $54.5M | $0 | 1 | 26 |
| Mar 2010 | $47.6M | $47.6M | $0 | 5 | -- |
| Mar 2007 | $46.9M | $44.8M | $2.1M | 5 | -- |
| Mar 2006 | $37.1M | $37.1M | $0 | 5 | -- |
| Jan 2005 | $34.7M | $34.7M | $0 | 5 | -- |
| Dec 2004 | $34.7M | $34.7M | $0 | 5 | -- |
DateNov 2025
Total AUM$227M
Discretionary$221.5M
Non-Disc.$5.5M
Employees1
Clients2
DateApr 2025
Total AUM$227M
Discretionary$221.5M
Non-Disc.$5.5M
Employees1
Clients2
DateApr 2025
Total AUM$227M
Discretionary$221.5M
Non-Disc.$5.5M
Employees1
Clients2
DateMar 2025
Total AUM$227M
Discretionary$221.5M
Non-Disc.$5.5M
Employees1
Clients2
DateApr 2024
Total AUM$183.2M
Discretionary$174.9M
Non-Disc.$8.3M
Employees1
Clients0
DateMar 2024
Total AUM$183.2M
Discretionary$174.9M
Non-Disc.$8.3M
Employees1
Clients0
DateFeb 2024
Total AUM$177.9M
Discretionary$169.8M
Non-Disc.$8.2M
Employees1
Clients0
DateMar 2023
Total AUM$177.9M
Discretionary$169.8M
Non-Disc.$8.2M
Employees1
Clients0
DateOct 2022
Total AUM$185.8M
Discretionary$177M
Non-Disc.$8.8M
Employees1
Clients0
DateAug 2022
Total AUM$185.8M
Discretionary$177M
Non-Disc.$8.8M
Employees1
Clients0
DateApr 2022
Total AUM$185.8M
Discretionary$177M
Non-Disc.$8.8M
Employees1
Clients0
DateMar 2022
Total AUM$185.8M
Discretionary$177M
Non-Disc.$8.8M
Employees1
Clients0
DateJun 2021
Total AUM$123.9M
Discretionary$122.1M
Non-Disc.$1.8M
Employees1
Clients0
DateMay 2021
Total AUM$123.9M
Discretionary$122.1M
Non-Disc.$1.8M
Employees1
Clients0
DateMay 2021
Total AUM$123.9M
Discretionary$122.1M
Non-Disc.$1.8M
Employees1
Clients0
DateMar 2012
Total AUM$54.5M
Discretionary$54.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2010
Total AUM$47.6M
Discretionary$47.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$46.9M
Discretionary$44.8M
Non-Disc.$2.1M
Employees5
Clients--
DateMar 2006
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients--