LUCERNA GLOBAL CAPITAL LP

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
318089

Firm profile

FINTRX

Overview

Lucerna Global Capital LP is structured as a limited partnership that operates in the private pooled-vehicle space rather than as a traditional multi-client registered adviser. The dataset classifies the firm as unclassified and identifies its ownership as a domestic entity and individual combination. Lucerna does not present itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser in the available records. The firm’s filings and metadata indicate several sponsor and trading-related roles: it appears as a sponsor or general partner/manager of pooled investment vehicles and is also associated with functions typically linked to commodity pool operators/commodity trading advisors (CPO/CTA) and other investment-adviser roles. Those affiliations suggest the business centers on managing one or more private investment vehicles rather than running a broad advisory platform for retail or institutional client accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • JAMES HAYES

    Founding Partner & Chief Investment OfficerCRD 2378959

  • Bill Maclellan

    Chief Operating Officer & Chief Compliance OfficerCRD 7497236

Contacts

1 of 1
  • Molly Wanner

    Limited PartnerCRD 7499348

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
173 W Brookline St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth