Alan B. Lancz & Associates is a fund manager in Toledo with $191.02 mm assets under management.
Company profile
Website
Employees
Industry
SEC CIK
IRS number
341467126
SEC advisor number
801-24450
FINRA CRD number
105363
AUM ?
$162.14 mm
(as of 15 Mar 24)
Accounts
161
(as of 15 Mar 24)
Employees
2
(1 investment advisory or research)
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Alan B. Lancz & Associates, Inc. | $191.02 mm | |
Contrarian Asset Holdings LLC | $2.05 mm | Private Equity Fund |
Contrarian Assets 2 Partnership | $2.30 mm | Private Equity Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22