AUM
$3B+ (estimated based on net worth)
Principals
3
Principal Net Worth
$2.5B
Data Flags
DECEASED January 2025; Swagelok heiress; conservative political donor; estate in transition
Lozick Family Office
SFOMedium ConfidenceCleveland, Ohio / Palm Beach, Florida
Last verified: Jan 17, 2026
Details
- Website
- Unknown
- Source of Wealth
- Inherited (Swagelok - valve manufacturing)
- Assets Under Management
- $3B+ (estimated based on net worth)
- Source File
- research/organizations/lozick-family-office.md
- UID
- fo-lozick-family-office
Also Known As
Catherine Lozick Family OfficeLozick CapitalLennon Family Office (via inheritance)
Principals (3)
Team Members (1)
Related Entities (4)
Relationship Strength
Loading relationships...
Sources (4)
- https://www.forbes.com/profile/catherine-lozick/
- https://mabumbe.com/people/catherine-lozick-age-net-worth-family-full-biography/
- https://www.influencewatch.org/non-profit/edward-a-and-catherine-l-lozick-foundation/
- https://www.forbes.com/sites/calebmelby/2013/08/05/meet-catherine-lozick-the-secretive-billionaire-heiress-outed-by-her-greedy-nephew/
Changelog
- 2026-01-17Verified - Catherine Lozick DECEASED January 2025. Estate in transition. Keeping at Medium confidence due to principal's death and estate status. Forbes profile still lists historical data but no current net worth tracking.
- 2026-01-16Enriched with principal biography, death January 2025, career history (Swagelok inheritance), net worth $2.5-3.9B, foundation details, updated confidence to Medium
- 2026-01-15Auto-generated from principal Catherine Lozick