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LSV ASSET MANAGEMENT
CRD 109918File 801-47689
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$104.25B
Top 10% of cohort (national)
Discretionary AUM
$104.25B
Clients
216
216 accounts
Employees
45
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 14, 1994
- Principal office
- 155 NORTH WACKER DRIVE, SUITE 4600, CHICAGO, IL, 60606
- Phone
- 312-460-2443
- Website
- HTTPS://WWW.LSVASSET.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.25B
- Discretionary AUM
- $104.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 216
- Non-discretionary accounts
- 0
- Total accounts
- 216
- AUM per client
- $482.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 46 | $9.37B |
| Non-U.S. persons | 11 | $11.18B |
| Investment companies | 10 | $15.50B |
| Charitable organizations | 27 | $7.96B |
| Pooled investment vehicles | 44 | $24.52B |
| Pension and profit sharing plans | 41 | $5.26B |
| State or municipal government entities | 37 | $30.45B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ASSET-BASED FEE FOR PROVISION OF MODEL PORTFOLIOS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 44 | 45 | increased by1 |
| Apr 1, 2026 | Clients | 246 | 216 | decreased by30 |
| Apr 1, 2026 | AUM | $91,060,433,794 | $104,245,891,572 | increased by$13,185,457,778 |
| Apr 1, 2026 | Accounts | 246 | 216 | decreased by30 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 45 | 44 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 272 | 246 | decreased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $108,805,081,926 | $91,060,433,794 | decreased by$17,744,648,132 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 272 | 246 | decreased by26 |
| Apr 1, 2022 | Employees | 44 | 45 | increased by1 |
| Apr 1, 2022 | Clients | 301 | 272 | decreased by29 |
| Apr 1, 2022 | AUM | $104,325,094,113 | $108,805,081,926 | increased by$4,479,987,813 |
| Apr 1, 2022 | Accounts | 470 | 272 | decreased by198 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LSV ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LSV ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.