Lucky Man, LLC

RIASEC Registered
Total AUM
$28.6M
Discretionary
$28.6M
100% of AUM
Avg account
$28.6M
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
175195
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Lucky Man, LLC operates as a hedge fund manager that focuses on pooled investment vehicles. The firm serves an institutional client base and acts as sponsor, general partner and managing member of its funds, which suggests hands-on involvement in portfolio construction and manager selection for its vehicles. Its advisory activity centers on portfolio management for pooled vehicles rather than individual retail accounts, and its compensation mixes a percentage-of-AUM fee with performance-based fees, aligning manager economics with fund performance. Investment activity appears centered on active management within its own fund structure and selective use of external managers for specific alternative strategies. The combination of a small total asset base and the firm’s role as GP implies a compact operation that emphasizes concentrated positioning and direct oversight of holdings and external manager relationships.

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

Contacts

1 of 1
  • Matthew Lester

    PresidentCRD 1276906

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth