Lsv Asset Management is an SEC registered investment adviser organized as a partnership with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 30, 2026, reports $104.2B in regulatory assets under management, 45 employees, and 216 accounts.
Assets Under Management
$104.2B
Employees
45
Offices
--
Total Clients
216
Primary office
CHICAGO, IL
155 NORTH WACKER DRIVE, SUITE 4600, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentCorporations represent 21.3% of total clients.
Top client categories% of clientsClients
1
Corporations
21.3%
46
2
Pooled Investment Vehicles
20.4%
44
3
Pension Plans
19.0%
41
4
Government
17.1%
37
5
Charitable
12.5%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$104.2Bas of March 30, 2026
Discretionary100.0%
$104.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$104.2B
Total Accounts216
10Y AUM Change+$7.2B (+7.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees45
Clients per Employee5:1
10Y Employee Change+5 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.