LUMEN STRATEGIC MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
Los Angeles, California
CRD number
311644

Firm profile

FINTRX

Overview

Lumen Strategic Management, LLC is a small, owner-operated investment manager that functions primarily as a commodity pool operator/commodity trading advisor and as sponsor or general partner of pooled investment vehicles. The firm's public profile shows it operates through private funds rather than through retail advisory accounts, suggesting a focus on manager-led alternative strategies and pooled-vehicle execution. Lumen is organized as an LLC with an individual ownership structure and is not positioned as an ESG-focused manager, a multi-state adviser, or a pension consultant.

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

2 of 2
  • Gihan Shaw

    ManagerCRD 7315397

  • Michael Lambert

    ManagerCRD 6825532

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Los Angeles, CA

LOS ANGELES

Location

Los Angeles, CA

Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
11835 W Olympic Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth