Mandate & appetite
- Preferred strategies
- Core, Opportunistic, Value AddLp Equity
- Target geographies
- {Us & Canada}Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Lountzis Asset Management, LLC is a multi-family office founded in 2000 with locations in New York and Pennsylvania, offering customized portfolio and wealth management services primarily to high-net-worth individuals, families, and institutions across the United States with a value-based investment approach.
Unlock mandates & allocation signals
See LOUNTZIS ASSET MANAGEMENT, LLC's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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