Lummis Asset Management, L.P.
● SEC registered since 2021CRD 114357SEC# 801-121447Fort Worth, TX
Reg. AUM
$210M
Employees
1
Accounts
129
Location
Fort Worth, TX
Lummis Asset Management, L.P. assets under management
Lummis Asset Management, L.P. is an investment advisory firm registered with the SEC based in Fort Worth, TX. The firm has been registered since 2021. It reports $210 million in regulatory assets under management and employs 1 people.
Lummis Asset Management, L.P. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lamco Capital, LLC | General Partner | Over 75% | 1998 |
| Palmer Bradley Lummis Control | Chief Compliance Officer/General Partner/President Of Lamco Capital, Llc | Under 5% | 1998 |
| Palmer Bradley Lummis Control | Owner | Over 75% | 1998 |
Frequently asked questions
How much does Lummis Asset Management, L.P. manage?
Lummis Asset Management, L.P. reports $210 million in regulatory assets under management on its Form ADV.
How many employees does Lummis Asset Management, L.P. have?
Lummis Asset Management, L.P. reports 1 employees.
Where is Lummis Asset Management, L.P. located?
Lummis Asset Management, L.P. is based in Fort Worth, TX and has been SEC-registered since 2021.
Does Lummis Asset Management, L.P. disclose fund performance?
Lummis Asset Management, L.P. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 Commerce Street, Suite 1900, Fort Worth, TX 76102 |
| Phone | 817-348-0577 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$210M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$210Mregulatory AUM
Discretionary $210M