Lumint Corporation
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
FINTRXOverview
Lumint Corporation is organized as a domestic corporation and is classified as an institutional registered investment adviser. The firm is registered with the SEC (registration year 2023). Its reported business activities include operating as a CPO/CTA and providing portfolio management services for businesses and institutional clients. Ownership is listed as a combination of a domestic entity and an individual. Fee arrangements are reported as “other.” The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser relationships.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
3 of 3
Alexander Dunegan
CEOCRD 7686452

Peter Carey
Chief Financial Officer and Chief Operating OfficerCRD 4455867
Lisa Fraser
Chief Operating OfficerCRD 6369708
Contacts
1 of 1
David Green
Head of Business DevelopmentCRD 1681477
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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