LOWELL ROAD ASSET MANAGEMENT, INC.
CRD #164370 SEC #801-80157 MANHASSET, NY 516-767-1099
SEC Registered
Total AUM
$48.5M
Discretionary
$23.2M
Employees
2
Clients
1
Accounts
120
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $48.5M | $23.2M | $25.3M | 2 | 0 |
| Jan 2025 | $43.5M | $21.3M | $22.2M | 2 | 0 |
| Mar 2024 | $39.2M | $18.5M | $20.7M | 2 | 0 |
| Feb 2023 | $30.3M | $12.1M | $18.3M | 2 | 0 |
| Mar 2022 | $33.4M | $11.1M | $22.2M | 2 | 0 |
| Jul 2021 | $31.3M | $10M | $21.3M | 2 | 0 |
| Mar 2021 | $31.3M | $10M | $21.3M | 2 | 0 |
| Jan 2021 | $31.3M | $10M | $21.3M | 3 | 0 |
| Oct 2020 | $27M | $8.4M | $18.5M | 3 | 0 |
| Jun 2020 | $27.8M | $6.9M | $20.9M | 2 | 0 |
| Jan 2020 | $27.8M | $6.9M | $20.9M | 2 | 0 |
| Feb 2019 | $25.1M | $6.3M | $18.8M | 2 | 0 |
| Feb 2018 | $26.4M | $7.4M | $18.9M | 2 | 0 |
| Feb 2017 | $26M | $6.2M | $19.9M | 2 | 26 |
| Dec 2016 | $25.8M | $6.3M | $19.5M | 2 | 26 |
| Feb 2016 | $25.8M | $6.3M | $19.5M | 2 | 26 |
| Apr 2015 | $26.6M | $6.4M | $20.2M | 2 | 26 |
| Feb 2015 | $27.7M | $6.5M | $21.1M | 2 | 26 |
| Aug 2014 | $29M | $8.5M | $20.5M | 2 | 26 |
| Jul 2014 | $29M | $8.5M | $20.5M | 2 | 26 |
DateSep 2025
Total AUM$48.5M
Discretionary$23.2M
Non-Disc.$25.3M
Employees2
Clients0
DateJan 2025
Total AUM$43.5M
Discretionary$21.3M
Non-Disc.$22.2M
Employees2
Clients0
DateMar 2024
Total AUM$39.2M
Discretionary$18.5M
Non-Disc.$20.7M
Employees2
Clients0
DateFeb 2023
Total AUM$30.3M
Discretionary$12.1M
Non-Disc.$18.3M
Employees2
Clients0
DateMar 2022
Total AUM$33.4M
Discretionary$11.1M
Non-Disc.$22.2M
Employees2
Clients0
DateJul 2021
Total AUM$31.3M
Discretionary$10M
Non-Disc.$21.3M
Employees2
Clients0
DateMar 2021
Total AUM$31.3M
Discretionary$10M
Non-Disc.$21.3M
Employees2
Clients0
DateJan 2021
Total AUM$31.3M
Discretionary$10M
Non-Disc.$21.3M
Employees3
Clients0
DateOct 2020
Total AUM$27M
Discretionary$8.4M
Non-Disc.$18.5M
Employees3
Clients0
DateJun 2020
Total AUM$27.8M
Discretionary$6.9M
Non-Disc.$20.9M
Employees2
Clients0
DateJan 2020
Total AUM$27.8M
Discretionary$6.9M
Non-Disc.$20.9M
Employees2
Clients0
DateFeb 2019
Total AUM$25.1M
Discretionary$6.3M
Non-Disc.$18.8M
Employees2
Clients0
DateFeb 2018
Total AUM$26.4M
Discretionary$7.4M
Non-Disc.$18.9M
Employees2
Clients0
DateFeb 2017
Total AUM$26M
Discretionary$6.2M
Non-Disc.$19.9M
Employees2
Clients26
DateDec 2016
Total AUM$25.8M
Discretionary$6.3M
Non-Disc.$19.5M
Employees2
Clients26
DateFeb 2016
Total AUM$25.8M
Discretionary$6.3M
Non-Disc.$19.5M
Employees2
Clients26
DateApr 2015
Total AUM$26.6M
Discretionary$6.4M
Non-Disc.$20.2M
Employees2
Clients26
DateFeb 2015
Total AUM$27.7M
Discretionary$6.5M
Non-Disc.$21.1M
Employees2
Clients26
DateAug 2014
Total AUM$29M
Discretionary$8.5M
Non-Disc.$20.5M
Employees2
Clients26
DateJul 2014
Total AUM$29M
Discretionary$8.5M
Non-Disc.$20.5M
Employees2
Clients26