Lumerity Capital Management, Llc
State-registered
Investment Adviser
CRD 174219
· SEC file 802-127731
· Sunny Isles Beach, FL
· WWW.LUMERITY.COM
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ADV data as of Mar 23, 2026
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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Private funds (8)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $57.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Lumerity Capital Partners Ii, Lp | Other Private Fund | Delaware | $10.8M | 60 |
| Lumerity Effectual, Llc | Other Private Fund | Delaware | $9.5M | 17 |
| Lumerity Capital Partners, L.P. | Other Private Fund | Delaware | $9.3M | 30 |
| Lumerity 365, Llc | Other Private Fund | Delaware | $8.8M | 2 |
| Lumerity Partners I, Lp | Other Private Fund | Delaware | $7.4M | 22 |
| Lre Mt, Llc | Other Private Fund | Delaware | $5.6M | 20 |
| Lumerity At, Llc | Other Private Fund | Delaware | $3.5M | 8 |
| Lumerity Partners Ii, Lp | Other Private Fund | Delaware | $2.4M | 10 |
Private funds (8, $57.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Lumerity Capital Partners Ii, Lp | Other Private Fund | $10.8M | $500K | 60 |
| Lumerity Effectual, Llc | Other Private Fund | $9.5M | $250K | 17 |
| Lumerity Capital Partners, L.P. | Other Private Fund | $9.3M | $350K | 30 |
| Lumerity 365, Llc | Other Private Fund | $8.8M | $1.0M | 2 |
| Lumerity Partners I, Lp | Other Private Fund | $7.4M | $500K | 22 |
| Lre Mt, Llc | Other Private Fund | $5.6M | $250K | 20 |
| Lumerity At, Llc | Other Private Fund | $3.5M | $250K | 8 |
| Lumerity Partners Ii, Lp | Other Private Fund | $2.4M | $250K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 2.41 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
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗