RIA Intel›Advisers›Delaware›LUMEN CAPITAL MANAGEMENT, L.L.C.

LUMEN CAPITAL MANAGEMENT, L.L.C.

Advisory

Data as of Sep 30, 2022 · Source: SEC Form ADV

Average account

$647K

across 51 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Sep 30, 2022.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients51

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

51 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

JR SNELL CAPITAL MANAGEMENT, LLC

$32M

GLOBAL KEY MANAGEMENT LLC

$34M

GREENWICH FINANCIAL ADVISORS, LLC

$34M

TECHNOVISION MANAGEMENT LLC

$34M

PAISLEY FINANCIAL LLC

$35M

THE RAFFIN GROUP LLC

$31M

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