LSV ASSET MANAGEMENT is a CHICAGO, Illinois based financial advisory firm with nearly $96,001,136,901 in assets under management and provides investment advisory services for 264 clients. There are currently 43 financial advisors at the firm.
General Information |
| Firm CRD#: | 109918 | |
| SEC#: | 801-47689 | |
| Assets under Management: | $96,001,136,901 | |
| No. of Clients: | 264 | |
| No. of Advisors: | 43 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other (PROVISION OF MODEL PORTFOLIOS TO CLIENTS WHO ARE MODEL ADVISERS) | |
| Fee Structure: | A percentage of AUM, Performance Based, Other (ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS) |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| FORUM FINANCIAL MANAGEMENT, LP | 145706 | 801-69970 | 21698 | 145 | $8,531,276,819 |
| STRATEGIC INVESTMENT SOLUTIONS, INC. | 143128 | 801-67584 | 3910 | 18 | $910,000,000 |
| WORLD EQUITY GROUP, INC. | 29087 | 801-56328 | 3103 | 190 | $858,545,669 |
| TSFG, LLC | 172555 | 801-99339 | 2651 | 18 | $854,306,837 |
| OAK RIDGE INVESTMENTS, LLC | 107066 | 801-35529 | 1667 | 11 | $899,852,844 |
| PARK PIEDMONT ADVISORS LLC | 129451 | 801-62540 | 1498 | 13 | $861,968,712 |
| CHICAGO OAKBROOK FINANCIAL GROUP | 333344 | 801-131428 | 1116 | 18 | $907,280,235 |
| KEELEY-TETON ADVISORS, LLC | 286297 | 801-108880 | 454 | 21 | $888,821,167 |
| HUNTER CAPITAL MANAGEMENT | 309050 | 801-118729 | 374 | 8 | $890,203,703 |
| MAREN CAPITAL | 319626 | 801-126517 | 75 | 5 | $888,954,863 |
| V-SQUARE QUANTITATIVE MANAGEMENT | 310355 | 801-119868 | 19 | 4 | $883,438,485 |
| GROWTH CATALYST PARTNERS, L.P. | 311410 | 801-121990 | 15 | 9 | $895,750,366 |
| KABOUTER MANAGEMENT, LLC | 153099 | 801-71611 | 11 | 23 | $876,673,683 |
| HEITMAN CAPITAL MANAGEMENT LLC | 105480 | 801-15473 | 8 | 294 | $8,597,401,634 |
| NEUBERGER BERMAN LOAN ADVISERS IV LLC | 324282 | 801-127324 | 3 | 3 | $865,208,349 |