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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...
Overview
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 23 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.
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