LOYOLA ASSET MANAGEMENT LLC
CRD #153255 SEC #801-78216 CORAL GABLES, FL 305-377-1941
SEC Registered Private Funds
Total AUM
$263.3M
Discretionary
$66.5M
Employees
6
Clients
0
Accounts
61
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $263.3M | $66.5M | $196.9M | 6 | 0 |
| Mar 2025 | $263.3M | $66.5M | $196.9M | 6 | 0 |
| Aug 2024 | $203.8M | $52.9M | $150.9M | 5 | 0 |
| Mar 2024 | $203.8M | $52.9M | $150.9M | 5 | 0 |
| Oct 2023 | $129M | $45.8M | $83.2M | 5 | 0 |
| Sep 2023 | $129M | $45.8M | $83.2M | 5 | 0 |
| May 2023 | $129M | $45.8M | $83.2M | 5 | 0 |
| Mar 2023 | $129M | $45.8M | $83.2M | 5 | 0 |
| Nov 2022 | $200.2M | $178.1M | $22.1M | 6 | 0 |
| May 2022 | $200.2M | $178.1M | $22.1M | 6 | 0 |
| Mar 2022 | $200.2M | $178.1M | $22.1M | 6 | 0 |
| Nov 2021 | $198.4M | $173.4M | $25M | 4 | 0 |
| Mar 2021 | $198.4M | $173.4M | $25M | 4 | 0 |
| Jul 2020 | $192.9M | $168.8M | $24.1M | 4 | 0 |
| Jun 2020 | $192.9M | $168.8M | $24.1M | 4 | 0 |
| Jun 2020 | $192.9M | $168.8M | $24.1M | 4 | 0 |
| Mar 2020 | $192.9M | $168.8M | $24.1M | 4 | 0 |
| Mar 2019 | $259.4M | $203.8M | $55.6M | 6 | 0 |
| Mar 2018 | $238.5M | $180.9M | $57.6M | 7 | 0 |
| May 2017 | $265.1M | $216.8M | $48.3M | 6 | 139 |
| May 2017 | $265.1M | $216.8M | $48.3M | 5 | 139 |
| May 2017 | $265.1M | $216.8M | $48.3M | 5 | 139 |
| May 2017 | $265.1M | $216.8M | $48.3M | 5 | 139 |
| Apr 2017 | $265.1M | $216.8M | $48.3M | 5 | 139 |
| Mar 2017 | $265.1M | $216.8M | $48.3M | 5 | 139 |
| Feb 2017 | $245.9M | $219.1M | $26.8M | 5 | 1 |
| Nov 2016 | $245.9M | $219.1M | $26.8M | 7 | 1 |
| Jul 2016 | $187.3M | $172.6M | $14.7M | 8 | 1 |
| Mar 2016 | $187.3M | $172.6M | $14.7M | 7 | 1 |
| Mar 2016 | $187.3M | $172.6M | $14.7M | 7 | 1 |
| Aug 2015 | $203.4M | $101.9M | $101.4M | 7 | 26 |
| Mar 2015 | $203.4M | $101.9M | $101.4M | 7 | 26 |
| Mar 2015 | $203.4M | $101.9M | $101.4M | 7 | 26 |
| May 2014 | $169.9M | $86.9M | $83M | 7 | 26 |
| Mar 2014 | $169.9M | $86.9M | $83M | 8 | 26 |
| Nov 2013 | $155.2M | $82.6M | $72.6M | 8 | 26 |
| Oct 2013 | $155.2M | $82.6M | $72.6M | 8 | 26 |
| Oct 2013 | $155.2M | $82.6M | $72.6M | 8 | 26 |
| Jul 2013 | $128.4M | $55.6M | $72.8M | 7 | 26 |
| Jun 2013 | $126.4M | $53.2M | $73.1M | 7 | 0 |
DateApr 2025
Total AUM$263.3M
Discretionary$66.5M
Non-Disc.$196.9M
Employees6
Clients0
DateMar 2025
Total AUM$263.3M
Discretionary$66.5M
Non-Disc.$196.9M
Employees6
Clients0
DateAug 2024
Total AUM$203.8M
Discretionary$52.9M
Non-Disc.$150.9M
Employees5
Clients0
DateMar 2024
Total AUM$203.8M
Discretionary$52.9M
Non-Disc.$150.9M
Employees5
Clients0
DateOct 2023
Total AUM$129M
Discretionary$45.8M
Non-Disc.$83.2M
Employees5
Clients0
DateSep 2023
Total AUM$129M
Discretionary$45.8M
Non-Disc.$83.2M
Employees5
Clients0
DateMay 2023
Total AUM$129M
Discretionary$45.8M
Non-Disc.$83.2M
Employees5
Clients0
DateMar 2023
Total AUM$129M
Discretionary$45.8M
Non-Disc.$83.2M
Employees5
Clients0
DateNov 2022
Total AUM$200.2M
Discretionary$178.1M
Non-Disc.$22.1M
Employees6
Clients0
DateMay 2022
Total AUM$200.2M
Discretionary$178.1M
Non-Disc.$22.1M
Employees6
Clients0
DateMar 2022
Total AUM$200.2M
Discretionary$178.1M
Non-Disc.$22.1M
Employees6
Clients0
DateNov 2021
Total AUM$198.4M
Discretionary$173.4M
Non-Disc.$25M
Employees4
Clients0
DateMar 2021
Total AUM$198.4M
Discretionary$173.4M
Non-Disc.$25M
Employees4
Clients0
DateJul 2020
Total AUM$192.9M
Discretionary$168.8M
Non-Disc.$24.1M
Employees4
Clients0
DateJun 2020
Total AUM$192.9M
Discretionary$168.8M
Non-Disc.$24.1M
Employees4
Clients0
DateJun 2020
Total AUM$192.9M
Discretionary$168.8M
Non-Disc.$24.1M
Employees4
Clients0
DateMar 2020
Total AUM$192.9M
Discretionary$168.8M
Non-Disc.$24.1M
Employees4
Clients0
DateMar 2019
Total AUM$259.4M
Discretionary$203.8M
Non-Disc.$55.6M
Employees6
Clients0
DateMar 2018
Total AUM$238.5M
Discretionary$180.9M
Non-Disc.$57.6M
Employees7
Clients0
DateMay 2017
Total AUM$265.1M
Discretionary$216.8M
Non-Disc.$48.3M
Employees6
Clients139
DateMay 2017
Total AUM$265.1M
Discretionary$216.8M
Non-Disc.$48.3M
Employees5
Clients139
DateMay 2017
Total AUM$265.1M
Discretionary$216.8M
Non-Disc.$48.3M
Employees5
Clients139
DateMay 2017
Total AUM$265.1M
Discretionary$216.8M
Non-Disc.$48.3M
Employees5
Clients139
DateApr 2017
Total AUM$265.1M
Discretionary$216.8M
Non-Disc.$48.3M
Employees5
Clients139
DateMar 2017
Total AUM$265.1M
Discretionary$216.8M
Non-Disc.$48.3M
Employees5
Clients139
DateFeb 2017
Total AUM$245.9M
Discretionary$219.1M
Non-Disc.$26.8M
Employees5
Clients1
DateNov 2016
Total AUM$245.9M
Discretionary$219.1M
Non-Disc.$26.8M
Employees7
Clients1
DateJul 2016
Total AUM$187.3M
Discretionary$172.6M
Non-Disc.$14.7M
Employees8
Clients1
DateMar 2016
Total AUM$187.3M
Discretionary$172.6M
Non-Disc.$14.7M
Employees7
Clients1
DateMar 2016
Total AUM$187.3M
Discretionary$172.6M
Non-Disc.$14.7M
Employees7
Clients1
DateAug 2015
Total AUM$203.4M
Discretionary$101.9M
Non-Disc.$101.4M
Employees7
Clients26
DateMar 2015
Total AUM$203.4M
Discretionary$101.9M
Non-Disc.$101.4M
Employees7
Clients26
DateMar 2015
Total AUM$203.4M
Discretionary$101.9M
Non-Disc.$101.4M
Employees7
Clients26
DateMay 2014
Total AUM$169.9M
Discretionary$86.9M
Non-Disc.$83M
Employees7
Clients26
DateMar 2014
Total AUM$169.9M
Discretionary$86.9M
Non-Disc.$83M
Employees8
Clients26
DateNov 2013
Total AUM$155.2M
Discretionary$82.6M
Non-Disc.$72.6M
Employees8
Clients26
DateOct 2013
Total AUM$155.2M
Discretionary$82.6M
Non-Disc.$72.6M
Employees8
Clients26
DateOct 2013
Total AUM$155.2M
Discretionary$82.6M
Non-Disc.$72.6M
Employees8
Clients26
DateJul 2013
Total AUM$128.4M
Discretionary$55.6M
Non-Disc.$72.8M
Employees7
Clients26
DateJun 2013
Total AUM$126.4M
Discretionary$53.2M
Non-Disc.$73.1M
Employees7
Clients0