LUCID MANAGEMENT AND CAPITAL PARTNERS LP

RIASEC RegisteredEst. 2017
Total AUM
$4.9B
Discretionary
$4.9B
100% of AUM
Avg account
$374M
Accounts
13
Employees
16
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
287883
Registered since
April 5, 2017
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lucid Management and Capital Partners LP is a limited partnership that operates as a commodity pool operator/commodity trading adviser and provides portfolio management for pooled investment vehicles. The firm is SEC-registered since 2017, serves institutional clients, and bills on a percentage-of-assets basis. It is classified as an “other fund provider” and is not identified as a capital allocator. Lucid is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

1 of 1
  • MATTIAS ALMERS

    Chief Risk OfficerCRD 4685750

Contacts

3 of 3
  • DAVID CARLSON

    Founding PartnerCRD 2384490

  • HEATHER CAMPBELL

    Managing DirectorCRD 5906439

  • MARTIN ST. PIERRE

    Founding PartnerCRD 2524919

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
295 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth