LUMERITY CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SUNNY ISLES BEACH, Florida
CRD number
174219
Registered since
March 24, 2023

Firm profile

FINTRX

Overview

Lumerity Capital Management, LLC is a recently registered SEC adviser (2023) that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm’s activity centers on managing private funds rather than providing retail advisory relationships: it serves as sponsor, GP and managing member for its funds and structures vehicles to hold private and non‑traditional assets. Lumerity is organized as a limited liability company with an individual owner and is classified as unclassified for advisory type. The firm does not position itself as an active ESG investor and is not designated as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • MATTHEW KIM

    Founder & Managing PartnerCRD 2290341

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SUNNY ISLES BEACH, FL

MIAMI DADE

Location

SUNNY ISLES BEACH, FL

Headquartered in SUNNY ISLES BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
323 Sunny Isles Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth