Data / Investment advisers / Illinois / LSV Asset Management
LSV Asset Management, Chicago, IL: $104 billion AUM, SEC registered investment adviser
LSV Asset Management is an SEC registered investment adviser with its main office in Chicago, Illinois and reports $104 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include state and municipal governments, pooled investment vehicles and investment companies. It is paid through a percentage of assets under management, performance based fees and other fees. It advises 21 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 109918
- SEC file number
- 801-47689
- SEC status
- Approved, effective November 14, 1994
- Main office
- 155 North Wacker Drive Suite 4600, Chicago, IL 60606
- Phone
- (312) 460-2443
- Website
- lsvasset.com
- Regulatory AUM
- $104,245,891,572 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $104,245,891,572
- Accounts
- 216
- Employees
- 45, of which 15 give investment advice
- Form of organization
- Partnership
- Paid through
- a percentage of assets under management, performance based fees, other fees
- Private funds
- 21: 18 other private funds, 3 hedge funds
- Gross assets of private funds
- $7,537,163,659
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| State or municipal government entities | 37 | $30.45 billion |
| Pooled investment vehicles | 44 | $24.52 billion |
| Investment companies | 10 | $15.50 billion |
| Sovereign wealth funds and foreign official institutions | 11 | $11.18 billion |
| Corporations or other businesses | 46 | $9.37 billion |
| Charitable organizations | 27 | $7.96 billion |
| Pension and profit sharing plans | 41 | $5.26 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $104.25 billion | March 30, 2026 |
| December 1, 2025 | $91.06 billion | March 28, 2025 |
Other advisers in Chicago
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Thoma Bravo | Chicago | $182.94 billion | 151 | adviserinfo.sec.gov |
| GC Advisors LLC | Chicago | $177.85 billion | 42 | adviserinfo.sec.gov |
| Aon Investments USA Inc. | Chicago | $150.99 billion | 8 | adviserinfo.sec.gov |
| GC Opal Advisors LLC | Chicago | $124.30 billion | 92 | adviserinfo.sec.gov |
| Harris | Oakmark | Chicago | $109.48 billion | 2 | adviserinfo.sec.gov |
| Wealthspire Institutional, LLC | Chicago | $97.54 billion | Not listed | adviserinfo.sec.gov |
| GCM Grosvenor L.P. | Chicago | $95.49 billion | 261 | adviserinfo.sec.gov |
| PPM America Inc | Chicago | $93.79 billion | 11 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Chicago, IL
- Investment advisers in Illinois
- Advisers with Over $100 billion in AUM
- Advisers serving state and municipal governments
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- LSV Asset Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.