LUMENT INVESTMENT MANAGEMENT, LLC

RIASEC RegisteredEst. 2019

Total AUM

$2B

Discretionary

$1.1B

54% of AUM

Avg account

$657M

Accounts

Employees

454

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 306487
Registered since: December 13, 2019
Website: www.lument.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles53.89%
Other45.36%
Insurance Companies0.75%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lument Investment Management, LLC operates as a limited liability company focused on providing portfolio management services primarily for institutional clients. Established in 2019, the firm has carved a niche in managing pooled investment vehicles and offering tailored portfolio management for businesses and institutions. The firm does not engage in active ESG investing, which may appeal to clients with different investment philosophies. Lument Investment Management employs a fee structure that includes a percentage of assets under management (AUM) and performance-based fees, aligning their interests with those of their clients.