LUCERNA GLOBAL CAPITAL LP
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 318089
Firm profile
FINTRXOverview
Lucerna Global Capital LP is structured as a limited partnership that operates in the private pooled-vehicle space rather than as a traditional multi-client registered adviser. The dataset classifies the firm as unclassified and identifies its ownership as a domestic entity and individual combination. Lucerna does not present itself as a capital allocator and is not flagged as an active ESG investor or a multi-state adviser in the available records. The firm’s filings and metadata indicate several sponsor and trading-related roles: it appears as a sponsor or general partner/manager of pooled investment vehicles and is also associated with functions typically linked to commodity pool operators/commodity trading advisors (CPO/CTA) and other investment-adviser roles. Those affiliations suggest the business centers on managing one or more private investment vehicles rather than running a broad advisory platform for retail or institutional client accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2JAMES HAYES
Founding Partner & Chief Investment OfficerCRD 2378959
Bill Maclellan
Chief Operating Officer & Chief Compliance OfficerCRD 7497236
Contacts
1 of 1Molly Wanner
Limited PartnerCRD 7499348
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 173 W Brookline St
- Time zone
- ET (UTC-5)
- Office locations
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