Lountzis Asset Management, LLC

Overview

Lountzis Asset Management, LLC describes itself as a multi-family office that builds fully customized portfolios and provides unified asset reporting. Its stated focus combines holistic wealth preservation with long-term growth.

The firm serves families, business owners, high-net-worth individuals, institutions, and retirement plans. Its reporting approach brings public-market investments, alternative investments, physical assets, and other holdings into one unified view.

Lountzis says its investment objective is to maximize clients’ long-term after-tax returns across economic and market conditions while emphasizing capital preservation.

History

Paul Lountzis formed Lountzis Asset Management after working at Royce & Associates and Ruane, Cunniff & Company.

The firm reports that it is 100% employee-owned and that employees invest the majority of their liquid net worth alongside clients.

Lountzis Asset Management is listed by the SEC’s Investment Adviser Public Disclosure system as an approved SEC-registered investment adviser, effective January 2, 2015.

Leadership

Paul Lountzis is President. His earlier experience includes roles at Royce & Associates and Ruane, Cunniff & Company.

Zachary Lountzis is Vice President and Securities Analyst. He joined the firm in 2019 after research roles at Barclays Capital, Credit Suisse, and Jefferies.

Services

The firm constructs fully customized portfolios and provides unified asset reporting that combines public-market investments, alternative investments, physical assets, and other holdings in one view.

What the firm offers

• Investment management
• Tax planning
• Business owner services
• Private and alternative investments
• Retirement planning

Client Focus

Lountzis works with families, business owners, high-net-worth individuals, institutions, and retirement plans.

Approach

Lountzis invests primarily in public-market equity and fixed-income securities, together with selected private-market opportunities.

Its value-oriented process seeks securities priced below intrinsic worth. The firm describes a bottom-up approach built on primary research and a defined margin of safety.

The research process draws on business publications, conferences, company management, competitors, customers, suppliers, consultants, and other industry contacts.

Assets

Lountzis Asset Management’s March 24, 2026 Form ADV reports $624,143,653 in discretionary regulatory assets under management across 325 accounts.

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Pennsylvania

  This Pennsylvania directory helps families and business owners compare multi-family office options by location and service focus. It provides context for considering how investment management, tax planning, retirement planning, and private investments may fit a household's needs when reviewing Lountzis Asset Management, LLC.

• Network siteCapitalGainsTax.com

  CapitalGainsTax.com explains capital gains rules and planning considerations for investors, business owners, and families managing appreciated assets. Its guides can help readers prepare questions about tax planning, investment sales, private investments, and the tax effects of portfolio decisions discussed with Lountzis Asset Management, LLC.

• Network siteFamilyOffices.com

  FamilyOffices.com offers information and a community focused on single family offices and wealthy families. Readers can use its resources to understand family office structures, governance, reporting, and wealth preservation topics before assessing whether a multi-family office serving families, business owners, institutions, or retirement plans fits their circumstances.

• GuideFiduciary duty vs suitability

  This fiduciary duty versus suitability resource explains two different standards that may apply when financial professionals recommend investments. Understanding the distinction can help a family or business owner ask how advice, portfolio decisions, reporting, and potential conflicts are handled when discussing investment management with Lountzis Asset Management, LLC.

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  Profiles of Handwerk Multi Family Office, Sageworth, and Apex Financial Advisors, Inc. give readers additional firms to research alongside Lountzis Asset Management, LLC. Comparing service descriptions, client types, investment approaches, tax support, and retirement planning offerings can help a family or business owner define priorities before making inquiries.

Sources

1. Lountzis Asset Management
2. About Us
3. Founding Principles
4. SEC Investment Adviser Public Disclosure profile
5. Investment Philosophy
6. Research Process
7. Form ADV

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.