# Lountzis Asset Management

Lountzis Asset Management is an Asset Manager based in Wyomissing, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Wyomissing, United States
- **Region:** North America
- **Address:** Wyomissing, PA, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** lountzis.com
- **LinkedIn:** https://www.linkedin.com/company/lountzis-asset-management-llc

## Regulatory record

- **CRD number:** 118923
- **SEC file number:** 801-80715
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-24T00:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118923

## About

Lountzis Asset Management, LLC is an SEC-registered investment adviser in Wyomissing, PA, registered since 2015. The firm manages approximately $624 million in assets. It has 5 employees and 3 investment advisers.

## People

- Paul Lountzis — President

## Questions

### Who makes investment decisions at Lountzis Asset Management?

Paul Lountzis serves as president and is the primary portfolio manager and investment decision-maker. The firm operates as a concentrated, founder-led investment boutique. All portfolio activity flows through Lountzis's bottom-up research process.

### What is the Lountzis post-Berkshire meeting conference?

Paul Lountzis organizes an annual not-for-profit conference held after the Berkshire Hathaway shareholder meeting. The conference gathers value-oriented investors to discuss the annual meeting's key themes, investment philosophy, and specific businesses. It functions as a discussion forum rather than a commercial event and has featured other value-investing practitioners.

### Does Lountzis Asset Management invest outside the United States?

Lountzis has indicated a willingness to invest globally when businesses meet the firm's quality and valuation criteria. The primary geographic focus is North American listed equities. The firm does not operate dedicated emerging-market or international strategies as separate vehicles.

### How concentrated is the Lountzis portfolio?

The firm runs a deliberately concentrated portfolio, holding significantly fewer names than a typical diversified equity manager. This reflects the founder's conviction that deep, narrow research produces better long-term outcomes than broad diversification. The exact number of holdings is not publicly fixed and varies with the opportunity set.

### How is the firm connected to Warren Buffett or Berkshire Hathaway?

Lountzis Asset Management has no formal business relationship with Berkshire Hathaway. The connection is philosophical: Paul Lountzis has publicly modeled his investment approach on Warren Buffett and Charlie Munger's teachings and has historically held Berkshire Hathaway as a portfolio position. His post-meeting conference is an independent educational event.

## Related profiles

- [ATA Management Strategies Inc](https://altss.com/profile/ata-management-strategies-inc)
- [VIMCOR](https://altss.com/profile/vimcor)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/lountzis-asset-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology