LSV Asset Management

LSV Asset Management has 216 clients and manages $104.2 billion for them, as of March 2026. They include 46 corporations and other businesses, 44 pooled investment vehicles and 41 pension and profit-sharing plans.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026

LSV Asset Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled vehicles, portfolio management for institutions and other activities.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

LSV Asset Management’s separately managed account assets are held at Bank of New York Mellon Corporation (New York, NY), with $22,790,904,466, State Street Corporation (Boston, MA), with $18,823,855,515, The Northern Trust Company (Chicago, IL), with $10,357,851,454 and J.P. Morgan Chase & Co. (New York, NY), with $6,374,085,621. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026

LSV Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 45 employees, and 15 perform investment advisory functions. 6 are registered representatives of a broker-dealer and 0 are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

At the end of its last fiscal year, LSV Asset Management’s separately managed accounts held 99% exchange-traded equities and 1% cash and equivalents. It advises 21 private funds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

LSV Asset Management is owned through holding companies by Josef Lakonishok, Lakonishok Family 1998 Gift Trust and SEI Investments Company. Its direct owners are Ib Venture Fund, Inc. (10% to 25%), SEI Funds, Inc. (25% to 50%), Tremaine Atkinson (75% or more), Robert Vishny (50% to 75%), Wendy Vishny (50% to 75%), Menno Vermeulen (75% or more), Christopher Lacroix (75% or more), James Owens (75% or more), Eric Miller (75% or more), Daniel Newman (75% or more), Keith Bruch (75% or more), Puneet Mansharamani (75% or more), Kevin Phelan (75% or more), Balakumar Ragothaman (75% or more), Scott Kemper (75% or more), Greg Sleight (75% or more), David Beata (75% or more), Monika Quinn (75% or more), Claude O'Malley (75% or more), Guy Lakonishok (75% or more), Leslie Kondziela (75% or more), Michael Wagner (75% or more), Joshua O'Donnell (75% or more), Brian Sanderson (75% or more), Marisa Rosenblatt (75% or more), Titus Liu (75% or more), Rajeev Uppalapati (75% or more), Josh Dupont (75% or more), Karceski Family LLC (75% or more), Gal Skarishevsky (75% or more), Brian Weber (75% or more) and Suvrat Chakradeo (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026

LSV Asset Management is paid through a percentage of assets under management, performance-based fees and other arrangements. Its Form ADV lists no commissions among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file