LOYOLA ASSET MANAGEMENT LLC
A68
CRD 153255·SEC 801-78216·CORAL GABLES, FL
AUM
$239.9M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$720K
@ 30% margin
Est. Deal Value
$5.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $259.4M
'21 · $192.9M
'22 · $198.4M
'23 · $200.2M
'25 · $263.3M
'26 · $239.9M
'20'26
$259.4M → $239.9M▼ -8%
Client mix
| Corporations | 22 |
| Individuals Other | 20 |
| Individuals High Net Worth | 14 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 3 advisors
'20'26
4 advisors → 3 advisors▼ -25%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.