AUMdb

Lumerity Capital Management, Llc

State-registered Investment Adviser CRD 174219 · SEC file 802-127731 · Sunny Isles Beach, FL · WWW.LUMERITY.COM
☆ Save with Pro ADV data as of Mar 23, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (8)

Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $57.4M combined gross assets

FundTypeDomicileGross assetsOwners
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)

FundTypeGross assetsMin. investmentOwners
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)

FormPeriodSize
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) ↗