LUCERNE CAPITAL MANAGEMENT, LP
Firm details
- Headquarters
- GREENWICH, Connecticut
- CRD number
- 111288
- Registered since
- March 26, 2001
- Website
- www.lucernecap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Lucerne Capital Management, LP is a limited partnership operating as a hedge fund manager and registered adviser since 2001. The firm targets institutional clients and focuses on managing pooled investment vehicles, acting in capacities consistent with CPO/CTA activity and serving as sponsor or GP for its funds. Its fee model combines a percentage of assets under management with performance-based compensation, which aligns incentives toward absolute or relative return objectives typical of hedge fund strategies. Investment preferences emphasize active portfolio management within pooled vehicles, with an explicit commitment to ESG integration. The firm appears to pursue strategies that require concentrated manager selection and active trading or risk management oversight, given its hedge fund classification and CPO/CTA activity. Lucerne’s client base is small and institutional in nature, which supports customized terms and performance fee arrangements.
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
1 of 1PATRICK MORONEY
Chief Operating OfficerCRD 2383933
Contacts
2 of 2MATHEUS HOVERS
Partner, Portfolio ManagerCRD 5776038
PIETER TASELAAR
Founding Partner & Portfolio ManagerCRD 1681549
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENWICH, CT
FAIRFIELD
Location
GREENWICH, CT
Headquartered in GREENWICH, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- FAIRFIELD
- Address
- 73 Arch St
- Time zone
- ET (UTC-5)
- Office locations
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