LUMENAI

Overview

Lumenai is a small, fee-based advisory firm focused on managing concentrated equity-oriented portfolios for individual and family clients. The firm charges a percentage of assets under management and lists portfolio management across individuals, pooled vehicles, businesses and pension consulting among its advisory activities. Its investment posture is equity-first: exchange-traded equities make up the vast bulk of assets, suggesting a preference for liquid, tradable exposures and the use of ETFs alongside individual stocks for core allocations and tactical positions. Lumenai appears to combine discretionary portfolio management with the ability to run pooled investment vehicles and provide pension consulting, which points to a mix of one-off client accounts and collective structures. The firm is not flagged as an active ESG investor and is organized as a limited liability company with individual ownership.

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Public Holdings

Investments & Alternatives

Location & Offices