Alan B. Lancz & Associates, Inc.
● SEC registered since 1985CRD 105363SEC# 801-24450Toledo, OH
Ranks #5,269 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$175.4M
Fund GAV
$4.7M
Private funds
2
Employees
4
Accounts
110
Location
Toledo, OH
Alan B. Lancz & Associates, Inc. assets under management
Alan B. Lancz & Associates, Inc. is a registered investment adviser overseen by the SEC based in Toledo, OH. The firm has been registered since 1985. It reports $175.4 million in regulatory assets under management and employs 4 people. Alan B. Lancz & Associates, Inc. manages 2 private funds with combined gross assets of $4.7 million, including Contrarian Assets 2 Partnership. By regulatory assets, it ranks 5,269 of 6,004 private fund managers.
Alan B. Lancz & Associates, Inc. private funds
2 funds · $4.7M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Contrarian Assets 2 Partnership | Private Equity | $2.4M | $25K |
| Contrarian Asset Holdings LLC | Private Equity | $2.2M | $25K |
Alan B. Lancz & Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Bruce Lancz Control | President | Over 75% | 1985 |
| John Keith Dwyer | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Alan B. Lancz & Associates, Inc. manage?
Alan B. Lancz & Associates, Inc. reports $175.4 million in regulatory assets under management on its Form ADV.
How many private funds does Alan B. Lancz & Associates, Inc. manage?
Alan B. Lancz & Associates, Inc. manages 2 private funds with combined gross assets of $4.7 million.
How many employees does Alan B. Lancz & Associates, Inc. have?
Alan B. Lancz & Associates, Inc. reports 4 employees.
Where is Alan B. Lancz & Associates, Inc. located?
Alan B. Lancz & Associates, Inc. is based in Toledo, OH and has been SEC-registered since 1985.
Does Alan B. Lancz & Associates, Inc. disclose fund performance?
Alan B. Lancz & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3435 N Holland Sylvania Rd, Toledo, OH 43615 |
| Phone | 419-536-5200 |
| Fax | 419-536-5401 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1897835 |
| Discloses disciplinary history | No |
Regulatory AUM
$175.4M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
AUM vs fund managersTop 88%
Larger than 12% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$175.4Mregulatory AUM
Discretionary $175.4M