Lowell Road Asset Management, Inc.
● SEC registered since 2014CRD 164370SEC# 801-80157Manhasset, NY
Reg. AUM
$52.5M
Employees
2
Accounts
125
Location
Manhasset, NY
About Lowell Road Asset Management
Lowell Road Asset Management is a registered investment advisory firm focused on helping clients plan and invest for retirement. It offers financial planning, asset allocation, and investment management using diversification, historical perspective, and attention to valuation.
Summary based on the firm’s website.
Lowell Road Asset Management, Inc. assets under management
Lowell Road Asset Management, Inc. operates as an SEC-registered investment adviser based in Manhasset, NY. The firm has been registered since 2014. It reports $52.5 million in regulatory assets under management and employs 2 people.
Lowell Road Asset Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Todd Michael Greenberg Control | President/Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Lowell Road Asset Management, Inc. manage?
Lowell Road Asset Management, Inc. reports $52.5 million in regulatory assets under management on its Form ADV.
How many employees does Lowell Road Asset Management, Inc. have?
Lowell Road Asset Management, Inc. reports 2 employees.
Where is Lowell Road Asset Management, Inc. located?
Lowell Road Asset Management, Inc. is based in Manhasset, NY and has been SEC-registered since 2014.
Does Lowell Road Asset Management, Inc. disclose fund performance?
Lowell Road Asset Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1295 Northern Boulevard, Suite 24, Manhasset, NY 11030 |
| Phone | 516-767-1099 |
| Fax | 516-767-2072 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$52.5M▲ 21%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$52.5Mregulatory AUM
Discretionary $26.5MNon-discretionary $26.1M