# LOYOLA ASSET MANAGEMENT LLC

LOYOLA ASSET MANAGEMENT LLC of CORAL GABLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 153255
- Type: SEC-registered investment adviser
- SEC file number: 801-78216
- Location: 2990 PONCE DE LEON BLVD, SUITE 202, CORAL GABLES, FL, 33134
- Phone: 305-377-1941
- Latest filing: 2026-03-17
- Regulatory AUM: $239.9M
- Discretionary AUM: $63.9M
- Non-discretionary AUM: $176.0M
- Clients: 5
- Accounts: 63

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Alvaro Ramon Castillo | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CASTILLO ALVARO | MANAGING MEMBER | — |
| PATINO NICHOLAS | CHIEF COMPLIANCE OFFICER | — |
| PEREZLEAL MILAGROS RAMONA | VICE-PRESIDENT/OPERATIONS; VICE-PRESIDENT/OPERATIONS/CCO | — |
| RIOS JESSICA MARIA | CHIEF COMPLIANCE OFFICER | — |
| CASTILLO ALVARO RAMON | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| FRANK SPC PLUS ULTRA SP FUND CLASS L (USD) | Other Private Fund | Cayman Islands | 1 | $20.9M | $100K |


## Fund service providers (1)

- administrator: MUTUAL SHAREHOLDER SERVICES LLC

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153255/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153255/similar
- Related entities: https://search.stillhousedata.com/firm/153255/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153255

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.