Lumen Capital Management, L.L.C.
RIASEC Registered
Total AUM
$33M
Discretionary
$33M
100% of AUM
Avg account
$647K
Accounts
51
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 123705
- Fee structure
- Percentage of AUM
- Client types
- HNWI69.7%
- Individuals30.3%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Lumen Capital Management, L.L.C. operates as a limited liability company focused on providing portfolio management services for individuals, small businesses, and institutions. The firm caters primarily to individual and family clients, employing a fee structure based on a percentage of assets under management. While it does not engage in capital allocation or act as a pension consultant, Lumen Capital Management is dedicated to managing investments with a clear focus on client needs.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities83%
- Cash & Cash Equivalents12%
- State & Local Bonds4%
- Investment Grade Corp Bonds1%
Contacts
1 of 1Christopher English
OwnerCRD 1540866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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