Illumen Capital Management, Llc
- Regulatory AUM
- $295M
- Discretionary
- $295M
- Clients
- 6
- Avg AUM / client
- $49.1M
- Accounts
- 6
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $295M | 100.0% |
Private funds (5)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $278M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Illumen Capital Ii, Lp | Other Private Fund | Delaware | $139M | 92 |
| Illumen Capital, Lp | Other Private Fund | Delaware | $86.3M | 77 |
| Illumen Catalyst Fund, Lp | Other Private Fund | Delaware | $28.5M | 8 |
| Illumen Capital Ii A, Lp | Other Private Fund | Delaware | $18.3M | 36 |
| Illumen Capital Pri, Lp | Other Private Fund | Delaware | $5.4M | 1 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dodson Iv, Norris, A. | Manager | May 2017 (9y) | 50% – 75% | |
| Shervin, Berkeley, M. | Partner | Oct 2018 (8y) | ≈ 6.25% – 25% via Lyric Capital, Llc | |
| Wilkes, Charles, C. | Partner | Oct 2018 (8y) | ≈ 6.25% – 25% via Lyric Capital, Llc | |
| Twomey, Kathleen, Jane | Chief Compliance Officer / Vice President Of Finance & Operations | Jun 2021 (5y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Lyric Capital, Llc | Member | May 2017 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Shervin, Berkeley, M.: 25% – 50% of Lyric Capital, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
- Wilkes, Charles, C.: 25% – 50% of Lyric Capital, Llc × 25% – 50% direct ≈ 6.25% – 25% of the firm
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 (5, $278M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Illumen Capital Ii, Lp | Other Private Fund | $139M | $1.0M | 92 |
| Illumen Capital, Lp | Other Private Fund | $86.3M | $1.0M | 77 |
| Illumen Catalyst Fund, Lp | Other Private Fund | $28.5M | $1.0M | 8 |
| Illumen Capital Ii A, Lp | Other Private Fund | $18.3M | $1.0M | 36 |
| Illumen Capital Pri, Lp | Other Private Fund | $5.4M | $1.0M | 1 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 2.34 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
- • Other fees
- • CARRIED INTEREST PAID TO THE GENERAL PARTNER
Services
- • Portfolio management for pooled investment vehicles
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 31, 2026.
View current Form ADV (SEC/IAPD) ↗