Luminarx Capital Management LP

RIASEC RegisteredEst. 2023
Total AUM
$4.5B
Discretionary
$4B
90% of AUM
Avg account
$127M
Accounts
35
Employees
27
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
327065
Registered since
November 6, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Luminarx Capital Management LP is a limited partnership that operates as a multifaceted fund manager with hedge fund and private equity capabilities. The firm serves institutional clients and is active as both an investment adviser to pooled vehicles and as a sponsor/GP/managing member of those vehicles. Its documented activities include commodity pool operator/commodity trading advisor (CPO/CTA) functions and portfolio management for pooled investment vehicles. Fee arrangements include a percentage-of-assets component plus performance-based fees, consistent with an active investment approach. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Gideon Berger

    Gideon Berger

    Chief Executive OfficerCRD 4711523

  • Robert Mcewan

    Chief Operating Officer & Chief Financial OfficerCRD 6358052

  • Min Htoo

    Co-Founder and Chief Investment OfficerCRD 2907315

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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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ETF holdings

1 of 9

Active vs passive

$77.5M in ETFs

Passive

100%

$77.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$59.7M80,00077.05%

Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth