SEC Form ADV

LOYOLA ASSET MANAGEMENT LLC

Firm profile: Loyola Asset Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL
$239.9M
Assets Under Management
63
Total Clients
5
Employees
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Registration Details

Accession
CRD-153255
Location
CORAL GABLES, FL
Filing Date
March 17, 2026
AUM
$239.9M
Total Clients
63
Institutional Clients
1
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesCorporations

Private Funds

1 private fund reported on Form ADV Schedule D 7.B.1, $20.9M in combined gross assets.

  • FRANK SPC PLUS ULTRA SP FUND CLASS L (USD)Other Private Fund$20.9M

About this Adviser

LOYOLA ASSET MANAGEMENT LLC is a registered investment adviser headquartered in CORAL GABLES, FL, managing approximately $239.9M in assets across 63 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.