Lumos Capital Group LLC

Fee-Only (% of Portfolio)

Lumos Capital Group provides investment advisory and management services to private investment funds for sophisticated, qualified investors. Lumos focuses on identifying, capitalizing, and growing companies in the Human Capital Development market. Advisory services are tailored to achieve the clients’ investment objectives, and Lumos has the authority to select suitable investments without consulting the fund or its investors.

Assets Under Management$290M
Clients7
AdvisorsN/A
Avg. per Client$41M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Lumos Capital Group LLC | TrueAdvisor