Updated:
Lutz Financial
LUTZ FINANCIAL is an SEC-registered investment adviser in OMAHA, NE, registered since 2003. The firm manages $3.2 billion in assets, $2.8 billion on a...
Lutz Financial
LUTZ FINANCIAL is an SEC-registered investment adviser in OMAHA, NE, registered since 2003. The firm manages $3.2 billion in assets, $2.8 billion on a discretionary basis. It has 22 employees and 14 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2009
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Omaha, NE, United States
Principals
Mark Lutz
Founder & President
Jeff Lutz
Vice President
Sector focus
Frequently asked questions
Who runs investment decisions at Lutz Financial?
Mark Lutz, as Founder & President, leads the firm. Jeff Lutz serves as Vice President. The team of about eight professionals executes investment allocations across private equity, real estate, fixed income, and equities.
How does Lutz Financial source proprietary deal flow?
The firm sources private equity and real estate deals through its Midwest network, including relationships with regional business owners and family offices. It structures co-investments for clients rather than running a formal fund.
Is Lutz Financial structured as a single family office or does it operate more like a venture firm?
Lutz Financial operates as a multi-family office (MFO), serving multiple families. It is not a venture firm; it offers broad wealth management, tax planning, and estate services alongside investment management.
What investment stages does Lutz Financial typically target?
The firm focuses on direct co-investments in private equity and real estate, typically in mature middle-market companies and income-producing properties. It does not target early-stage venture or growth equity.
Where does the underlying wealth come from for Lutz Financial's clients?
Lutz Financial serves families from various wealth origins, including entrepreneurs, business owners, and multi-generational affluent families. The firm does not attribute wealth to a single principal fortune.
Does Lutz Financial maintain philanthropic structures, and how are they separated?
The firm has not disclosed dedicated philanthropic vehicles. It advises clients privately on charitable giving, but no separate Lutz Foundation exists in public records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: