Lsv Asset Management
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Overview
Lsv Asset Management is a financial advisor firm that has its headquarters in Chicago, Illinois. The firm has $91.1 billion in assets under management over 269 accounts, placing it among the biggest financial advisory firms in the country by assets under management (AUM). It has an average-sized team, including 14 financial advisors. Lsv Asset Management does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments like stocks, bonds and options.
Lsv Asset Management manages all of the firm's accounts on a discretionary basis. Discretionary management means that buy and sell decisions are made by an investment advisor without needing to seek the client's permission. The firm's typical account size is $338.7 million. The average advisor at Lsv Asset Management manages about 19 client accounts, making it one of the more individualized firms in the country.
The firm's central office is at 155 North Wacker Drive, Chicago, Illinois 60606. The company is permitted to serve investors across 48 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lsv Asset Management by the Numbers
$91.1 billion
45
269
$338.7 million
Fee Structure
Fees for financial management largely depend on which service is offered. Fee types charged by the company can include any combination of the following fee structures: asset-based, performance-based or other. Lsv Asset Management participates in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
Types of Clients
The firm manages money for a broad range of clients. It works with investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, sovereign wealth funds and corporations. Out of its 269 clients, Lsv Asset Management's largest client group is corporations. About 19% of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 86.62%
- Charitable Organizations - 13.38%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lsv Asset Management does not have any disclosures.
Please visit its Form ADV for more details.
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