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

Clients

101

Accounts

298

Firm Details

Organization Type: Limited Liability Company
State of Formation: Pennsylvania
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 2, 2025
Branch Offices: 4

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS PAUL, JOHN	I	MANAGING MEMBER, PRESIDENT, AND CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, APOSTOLOS, JOHN	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
LOUNTZIS, JOHN, J (NMN)	I	CHIEF COMPLIANCE OFFICER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	CHIEF COMPLIANCE OFFICER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	CHIEF COMPLIANCE OFFICER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	CHIEF COMPLIANCE OFFICER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	CHIEF COMPLIANCE OFFICER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	CHIEF COMPLIANCE OFFICER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	CHIEF COMPLIANCE OFFICER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	CHIEF COMPLIANCE OFFICER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	MEMBER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	MEMBER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	MEMBER	A	Control
LOUNTZIS, JOHN, J (NMN)	I	CHIEF COMPLIANCE OFFICER	A	Control

Registrations

Federal

Apr 2, 2025 REGISTERED

Notice Filings (9)

CT FL IL MN NH NJ NY PA TX

Address

60 COMMERCE DRIVE
WYOMISSING, PA 19610
United States

Phone: (610) 375-2585