← Directory
LOWELL ROAD ASSET MANAGEMENT, INC.
CRD 164370File 801-80157
APPROVED
Retail clients
Filing as of Feb 7, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$50.3M
Bottom 25% of cohort (national)
Discretionary AUM
$25.1M
Non-discretionary $25.1M
Clients
121
120 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 5, 2014
- Principal office
- 1295 NORTHERN BOULEVARD, SUITE 24, MANHASSET, NY, 11030
- Phone
- 516-767-1099
- Website
- HTTP://WWW.LOWELLROAD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $50.3M
- Discretionary AUM
- $25.1M
- Non-discretionary AUM
- $25.1M
- Discretionary accounts
- 78
- Non-discretionary accounts
- 42
- Total accounts
- 120
- AUM per client
- $415K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $350K |
| High net worth individuals | 65 | $42.5M |
| Individuals (other than high net worth individuals) | 55 | $7.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.