LUMINT CORPORATION

RIASEC RegisteredEst. 2023
Total AUM
$3.7B
Discretionary
$0
0% of AUM
Avg account
$734M
Accounts
5
Employees
14
Advisory reps
4

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
324443
Registered since
March 31, 2023
Website
lumint.com
Fee structure
Other
Client types
  • Banking / Thrift Institutions77.22%
  • Other Investment Advisers22.78%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lumint Corporation is a corporate adviser that registered with the SEC in 2023. The firm is owned through a combination of a domestic entity and an individual and is classified in the source data as “Unclassified.” Its stated business activities include operating as a CPO or CTA and providing portfolio management services for businesses or institutions. The firm reports a fee structure listed as “Other,” does not identify as an active ESG investor, and is not flagged as a multi-state or newly formed adviser in the available records.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • LISA FRASER

    Chief Operating OfficerCRD 6369708

  • PETER CAREY

    Chief Financial Officer and Chief Operating OfficerCRD 4455867

  • ALEXANDER DUNEGAN

    CEOCRD 7686452

Contacts

1 of 1
  • DAVID GREEN

    Head of Business DevelopmentCRD 1681477

Wealth teams

FINTRX

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

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
15 Broad St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth