Lumint Corporation

RIASEC Registered
Total AUM
$3.7B
Discretionary
$0
0% of AUM
Avg account
$734M
Accounts
5
Employees
14
Advisory reps
4

Firm details

Headquarters
Boston, Massachusetts
CRD number
324443
Registered since
March 31, 2023
Website
lumint.com
Fee structure
Other
Client types
  • Banking / Thrift Institutions77.22%
  • Other Investment Advisers22.78%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Lumint Corporation is organized as a domestic corporation and is classified as an institutional registered investment adviser. The firm is registered with the SEC (registration year 2023). Its reported business activities include operating as a CPO/CTA and providing portfolio management services for businesses and institutional clients. Ownership is listed as a combination of a domestic entity and an individual. Fee arrangements are reported as “other.” The firm is not identified as an active ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 3
  • Alexander Dunegan

    Alexander Dunegan

    CEOCRD 7686452

  • Peter Carey

    Peter Carey

    Chief Financial Officer and Chief Operating OfficerCRD 4455867

  • Lisa Fraser

    Chief Operating OfficerCRD 6369708

Contacts

1 of 1
  • David Green

    David Green

    Head of Business DevelopmentCRD 1681477

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
15 Broad St
Time zone
ET (UTC-5)
Office locations

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