Investment adviser · CRD 105363
ALAN B. LANCZ & ASSOCIATES, INC.
Investment adviser filing (IA)
TOLEDO, OH, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $175M Form ADV · Item 5.F
- Client accounts
- 110 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 63 | $143,281,328 | 81.7% |
| Individuals | 36 | $15,549,081 | 8.9% |
| Pooled investment vehicles | 2 | $4,689,102 | 2.7% |
| Charities | Fewer than 5 | $4,350,589 | 2.5% |
| Retirement plans | Fewer than 5 | $4,155,640 | 2.4% |
| Corporations & businesses | Fewer than 5 | $3,355,759 | 1.9% |
Filing source
Form ADV 2074131 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
2 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
CONTRARIAN ASSETS 2 PARTNERSHIPPrivate Equity Fund · Last reported Mar 24, 2026$2.45MGross asset value
Form D fundraising filings
Contrarian Assets 2 Partnership
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-6614397172
- Reported beneficial owners
- 13
- Minimum commitment
- $25K
- Form D file number
- 021-400313
Form ADV 2074131 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CONTRARIAN ASSET HOLDINGS LLCPrivate Equity Fund · Last reported Mar 24, 2026$2.24MGross asset value
Form D fundraising filings
No provider names available in this fund's imported disclosure.
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-9828353100
- Reported beneficial owners
- 10
- Minimum commitment
- $25K
- Form D file number
- 021-399890
Form ADV 2074131 · Mar 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3435 N HOLLAND SYLVANIA RDTOLEDO, OH, 43615, United States
CRD 105363
Filing source
Form ADV 2074131 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.