LSV Asset Management

RIASEC RegisteredEst. 1994

Total AUM

$104B

Discretionary

$104B

100% of AUM

Avg account

$483M

Accounts

216

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 109918
Registered since: November 14, 1994
Website: www.lsvasset.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: State / Municipal Government29.21%
Pooled Investment Vehicles23.52%
Investment Companies14.87%
Sovereign Wealth Funds10.73%
Corporations / Businesses8.99%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

LSV Asset Management is a partnership-style investment manager, registered with the SEC since 1994 and organized to serve institutional clients. The firm is classified as a hedge fund and provides portfolio management across a range of account types, including individual and small-business portfolios, investment companies, pooled vehicles, and institutional accounts. Its fee model includes asset-based fees and performance-linked compensation, plus other fee arrangements. The firm identifies as an active ESG investor and maintains industry connections that extend beyond advisory work — including broker-dealer relationships, commodity pool/CTA activity, and roles as sponsor or general partner of pooled investment vehicles.