Loyola Asset Management LLC
● SEC registered since 2013CRD 153255SEC# 801-78216Coral Gables, FL
Ranks #4,886 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$239.9M
Fund GAV
$20.9M
Private funds
1
Employees
5
Accounts
63
Location
Coral Gables, FL
Loyola Asset Management LLC assets under management
Loyola Asset Management LLC is a registered investment adviser overseen by the SEC based in Coral Gables, FL. The firm has been registered since 2013. It reports $239.9 million in regulatory assets under management and employs 5 people. Loyola Asset Management LLC manages 1 private fund with combined gross assets of $20.9 million, including Frank SPC Plus Ultra Sp Fund Class L (usd). By regulatory assets, it ranks 4,886 of 6,004 private fund managers.
Loyola Asset Management LLC private funds
1 funds · $20.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Frank SPC Plus Ultra Sp Fund Class L (usd) | Other Private | $20.9M | $100K |
Loyola Asset Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alvaro Ramon Castillo Control | Managing Member & Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Loyola Asset Management LLC manage?
Loyola Asset Management LLC reports $239.9 million in regulatory assets under management on its Form ADV.
How many private funds does Loyola Asset Management LLC manage?
Loyola Asset Management LLC manages 1 private funds with combined gross assets of $20.9 million.
How many employees does Loyola Asset Management LLC have?
Loyola Asset Management LLC reports 5 employees.
Where is Loyola Asset Management LLC located?
Loyola Asset Management LLC is based in Coral Gables, FL and has been SEC-registered since 2013.
Does Loyola Asset Management LLC disclose fund performance?
Loyola Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2990 Ponce de Leon Blvd, Suite 202, Coral Gables, FL 33134 |
| Phone | 305-377-1941 |
| Fax | 305-377-1945 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$239.9M▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
AUM vs fund managersTop 81%
Larger than 19% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$239.9Mregulatory AUM
Discretionary $63.9MNon-discretionary $176M
Service providers
Auditor
Prime broker
Custodian
Administrator