LUMINUS MANAGEMENT, LLC

RIASEC RegisteredEst. 2011
Total AUM
$443M
Discretionary
$443M
100% of AUM
Avg account
$44.3M
Accounts
10
Employees
8
Advisory reps
2

Firm details

Headquarters
HOUSTON, Texas
CRD number
157536
Registered since
May 18, 2011
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Luminus Management, LLC is an SEC-registered hedge fund adviser organized as an LLC and operating since 2011. The firm serves institutional clients and charges a mix of asset-based fees and performance fees. Its advisory work centers on portfolio management for pooled investment vehicles, and it is also registered or described as a CPO/CTA. The firm is not positioned as a capital allocator to external managers; it reports affiliations that include acting as sponsor, general partner, or managing member of pooled vehicles and engaging as an adviser or CPO/CTA to other investment vehicles. Luminus is not flagged as an active ESG investor, is not a multi-state adviser, and is not newly formed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JONATHAN BARRETT

    PresidentCRD 2734767

  • CARLOS TREISTMAN

    FounderCRD 7447380

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

FINTRX

Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
1811 Bering Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth