Lucky Man, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Matthew Lester
PresidentCRD 1276906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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