LUMINARX CAPITAL MANAGEMENT LP

RIASEC RegisteredEst. 2023
Total AUM
$4.5B
Discretionary
$4B
90% of AUM
Avg account
$127M
Accounts
35
Employees
27
Advisory reps
4

Firm details

Headquarters
New York, New York
CRD number
327065
Registered since
November 6, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Luminarx Capital Management LP is organized as a limited partnership and operates as a multi-faceted alternative manager, combining hedge fund and private equity activities. The firm is registered with the SEC (registered in 2023) and serves an institutional client base. Its stated business activities include operating as a CPO/CTA and providing portfolio management for pooled investment vehicles; it also functions as an adviser/sponsor and as the general partner/managing member on pooled vehicles it runs. Fee arrangements combine an asset-based management charge with performance-based fees, consistent with its focus on active, outcome-oriented strategies. Luminarx does not identify as an ESG-focused investor. Ownership is listed as a mix of a domestic entity and an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • GIDEON BERGER

    Chief Executive OfficerCRD 4711523

  • ROBERT MCEWAN

    Chief Operating Officer & Chief Financial OfficerCRD 6358052

  • MIN HTOO

    Co-Founder and Chief Investment OfficerCRD 2907315

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 13

Active vs passive

$43.5M in ETFs

Passive

100%

$43.5M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 2000 ETF (IWM)BlackRockPassiveSmall Blend$21.1M85,00048.42%

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, 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
NEW YORK
Address
712 5th Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth