Lucey Investment Management, LLC

Overview

Lucey Investment Management, LLC is a small, equity-focused investment adviser that manages portfolios primarily for individuals, families and small institutions. The firm runs fee-based, percentage-of-AUM accounts and emphasizes liquid, exchange-listed securities as the backbone of client portfolios. Discretionary portfolio management is the dominant service offering, with the firm favoring straightforward equity exposures supplemented by mutual funds and selective hedge fund allocations for clients who need diversifying or absolute‑return strategies. Lucey Investment Management is not positioned as an ESG specialist, and it operates from a single office with an owner-controlled structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices