Lucerne Capital Management, Lp
- Regulatory AUM
- $365M
- Discretionary
- $365M
- Clients
- 9
- Avg AUM / client
- $40.5M
- Accounts
- 9
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Investments (13F portfolio — 2 positions, $300)
13F period Sep 30, 2020| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Altice Usa Inc | CL A | $265 | 258,100 | 88.3% | 0.0% |
| 2 | Grubhub Inc | CL A | $35 | 20,400 | 11.7% | 0.0% |
Top 25 of 2 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 8 | $365M | 100.0% |
| Other | 1 | $0 | — |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $613M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| The Lucerne Capital Master Fund, L.P. master | Hedge Fund | Cayman Islands | $576M | 83 |
| The Lucerne Capital Special Opportunity Fund, Ltd | Hedge Fund | Cayman Islands | $18.7M | 14 |
| The Lucerne Capital Nordic Master Fund, Ltd master | Hedge Fund | Cayman Islands | $12.8M | 5 |
| The Lucerne European Opportunities (Us) Fund, Lp | Hedge Fund | Delaware | $5.7M | 3 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Taselaar, Pieter, Nmn | Managing Member | Jun 2000 (26y) | 50% – 75% | |
| Hovers, Matheus, Gerardus | Managing Member | Jan 2010 (17y) | 25% – 50% | |
| Moroney, Patrick, Stephen | Chief Operating Officer/Chief Compliance Officer | Dec 2014 (12y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lucerne Capital General Partner, Llc | General Partner | Jul 2015 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $613M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| The Lucerne Capital Master Fund, L.P. | Hedge Fund | $576M | $250K | 83 |
| The Lucerne Capital Special Opportunity Fund, Ltd | Hedge Fund | $18.7M | $1.1M | 14 |
| The Lucerne Capital Nordic Master Fund, Ltd | Hedge Fund | $12.8M | $250K | 5 |
| The Lucerne European Opportunities (Us) Fund, Lp | Hedge Fund | $5.7M | $0 | 3 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 2.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- Northern Trust $23.2M (2% of AUM) Feb 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗