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 asset manager organized as an LLC and operating since 2011. The firm is organized and regulated as a hedge fund manager and conducts commodity pool/CTA-style activities, primarily providing portfolio management for pooled investment vehicles. Its client base is institutional, and its compensation blends a percentage-of-AUM fee with performance-based fees. Luminus is not characterized as an ESG-focused investor and is not registered as a multi-state adviser or pension consultant. The firm’s reported owner structure is a mix of a domestic entity and an individual. While Luminus operates pooled vehicles and serves as sponsor/GP/managing member of funds, it also deploys capital into third-party alternative managers and private placements as part of its broader investment activity.

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

    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

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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