LOUNTZIS ASSET MANAGEMENT, LLC
CRD #118923 SEC #801-80715 WYOMISSING, PA (610) 375-2585
SEC Registered Private Funds
Total AUM
$548.8M
Discretionary
$548.8M
Employees
6
Clients
101
Accounts
298
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $548.8M | $548.8M | $0 | 6 | 0 |
| Mar 2025 | $548.8M | $548.8M | $0 | 6 | 0 |
| Nov 2024 | $504.5M | $504.5M | $0 | 6 | 0 |
| Jun 2024 | $504.5M | $504.5M | $0 | 6 | 0 |
| Mar 2024 | $504.5M | $504.5M | $0 | 6 | 0 |
| Oct 2023 | $415.3M | $415.3M | $0 | 6 | 0 |
| Mar 2023 | $415.3M | $415.3M | $0 | 6 | 0 |
| Mar 2022 | $415.6M | $415.6M | $0 | 6 | 0 |
| Mar 2021 | $303.4M | $303.4M | $0 | 4 | 0 |
| May 2020 | $221.6M | $221.6M | $0 | 4 | 0 |
| May 2020 | $221.6M | $221.6M | $0 | 4 | 0 |
| Feb 2020 | $221.6M | $221.6M | $0 | 4 | 0 |
| Feb 2019 | $184.8M | $184.8M | $0 | 3 | 0 |
| Mar 2018 | $178M | $178M | $0 | 3 | 0 |
| Apr 2017 | $146M | $146M | $0 | 3 | 26 |
| Mar 2017 | $146M | $146M | $0 | 3 | 26 |
| Dec 2016 | $117.9M | $117.9M | $0 | 3 | 100 |
| Oct 2016 | $117.9M | $117.9M | $0 | 3 | 100 |
| Mar 2016 | $117.9M | $117.9M | $0 | 3 | 100 |
| Jan 2015 | $107.1M | $107.1M | $0 | 3 | 26 |
| Dec 2014 | $107.1M | $107.1M | $0 | 3 | 26 |
| Jun 2012 | $68.9M | $68.9M | $0 | 1 | 26 |
| Jun 2012 | $68.9M | $68.9M | $0 | 1 | 26 |
| Jun 2012 | $68.9M | $68.9M | $0 | 1 | 26 |
| May 2012 | $68.9M | $68.9M | $0 | 1 | 26 |
| Mar 2012 | $68.9M | $68.9M | $0 | 1 | 26 |
| Nov 2011 | $56.7M | $56.7M | $0 | 5 | -- |
| Mar 2011 | $56.7M | $56.7M | $0 | 5 | -- |
| Dec 2010 | $58.3M | $58.3M | $0 | 5 | -- |
| Mar 2010 | $58.3M | $58.3M | $0 | 5 | -- |
| Apr 2009 | $50.5M | $50.5M | $0 | 5 | -- |
| Feb 2007 | $48M | $48M | $0 | 5 | -- |
| Mar 2006 | $39.2M | $39.2M | $0 | 5 | -- |
DateApr 2025
Total AUM$548.8M
Discretionary$548.8M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$548.8M
Discretionary$548.8M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$504.5M
Discretionary$504.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$504.5M
Discretionary$504.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$504.5M
Discretionary$504.5M
Non-Disc.$0
Employees6
Clients0
DateOct 2023
Total AUM$415.3M
Discretionary$415.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$415.3M
Discretionary$415.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$415.6M
Discretionary$415.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$303.4M
Discretionary$303.4M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$221.6M
Discretionary$221.6M
Non-Disc.$0
Employees4
Clients0
DateFeb 2019
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$178M
Discretionary$178M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees3
Clients26
DateDec 2016
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees3
Clients100
DateOct 2016
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$117.9M
Discretionary$117.9M
Non-Disc.$0
Employees3
Clients100
DateJan 2015
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees3
Clients26
DateDec 2014
Total AUM$107.1M
Discretionary$107.1M
Non-Disc.$0
Employees3
Clients26
DateJun 2012
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$68.9M
Discretionary$68.9M
Non-Disc.$0
Employees1
Clients26
DateNov 2011
Total AUM$56.7M
Discretionary$56.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$56.7M
Discretionary$56.7M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$58.3M
Discretionary$58.3M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$48M
Discretionary$48M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--