LUCRUM CAPITAL ADVISORS

Overview

Lucrum Capital Advisors operates as a corporate advisory firm focused primarily on institutional clients and structured investment activity. The firm combines advisory services—financial planning and portfolio management for individuals, small businesses and institutions—with roles that include commodity pool operator/commodity trading advisor (CPO/CTA) and registered municipal advisor. That mix points to a platform that supports both discretionary portfolio mandates and more specialized, transaction-oriented engagements such as municipal financing advice and pooled-product management. The firm’s business model is flexible on fees: it accepts percentage-of-AUM arrangements alongside hourly and fixed-fee engagements and can negotiate performance-based fees for certain mandates. Industry affiliations include broker-dealer, insurance company and real estate broker relationships and the firm also acts as sponsor, general partner or managing member of pooled investment vehicles and as sponsor of limited partnerships (excluding pooled vehicles). Lucrum Capital Advisors is not identified as an active ESG investor and is not registered as a multi-state adviser, which suggests a geographically focused operating footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices