LUMERITY CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SUNNY ISLES BEACH, Florida
- CRD number
- 174219
- Registered since
- March 24, 2023
- Website
- www.lumerity.com
Firm profile
FINTRXOverview
Lumerity Capital Management, LLC is a recently registered SEC adviser (2023) that functions primarily as a sponsor and general partner for pooled investment vehicles. The firm’s activity centers on managing private funds rather than providing retail advisory relationships: it serves as sponsor, GP and managing member for its funds and structures vehicles to hold private and non‑traditional assets. Lumerity is organized as a limited liability company with an individual owner and is classified as unclassified for advisory type. The firm does not position itself as an active ESG investor and is not designated as a multi‑state adviser.
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
Contacts
1 of 1MATTHEW KIM
Founder & Managing PartnerCRD 2290341
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SUNNY ISLES BEACH, FL
MIAMI DADE
Location
SUNNY ISLES BEACH, FL
Headquartered in SUNNY ISLES BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 323 Sunny Isles Blvd
- Time zone
- ET (UTC-5)
- Office locations
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