Key facts
- ALAN B. LANCZ & ASSOCIATES, INC. is a private equity firm based in TOLEDO, OH.
Registered with the SEC
Form ADV · 2026-03 · CRD 105363- Regulatory AUM
- —
- Private fund assets
- $4.7M
- Private funds
- 2 · 2 private equity
- Staff
- 4
- Registered office
- TOLEDO, OH
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for ALAN B. LANCZ & ASSOCIATES, INC. are on record yet. Positions surface from round participations, filings, and coverage.
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