LOWELL ROAD ASSET MANAGEMENT, INC.
LOWELL ROAD ASSET MANAGEMENT, INC. of MANHASSET, NY is an SEC-registered investment adviser (CRD 164370). Regulatory assets under management: $50.3M.
Registration
- CRD: 164370
- SEC file number: 801-80157
- Type: Registered investment adviser
- Location: 1295 NORTHERN BOULEVARD, MANHASSET, NY, 11030
- Phone: 516-767-1099
- Latest filing: 2026-02-07
- Regulatory AUM: $50.3M
- Discretionary AUM: $25.1M
- Non-discretionary AUM: $25.1M
- Clients: 2
- Accounts: 120
Business model
Compensation: % of AUM.
Clients served: High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Todd Michael Greenberg | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GREENBERG TODD MICHAEL | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
More on this firm