Lumenai Investments offers investment management services to various types of investors, including hedge funds, high-net-worth individuals, and institutions. Lumenai designs and manages customized investment portfolios using individual stocks, ETFs, or mutual funds. The investment approach is primarily quantitative, driven by investor goals and implemented using artificial intelligence, with some investors preferring a fundamental investment process. Lumenai works with ETS Asset Factory as a sub-advisor, and provides performance measurement services to investors.
Assets Under Management$29M
Clients11
Advisors1
Avg. per Client$2.6M
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Lumenai Investments charges an annual investment management fee based on the portfolio strategy and complexity:
- Unleveraged portfolios: 0.40% to 0.95% per year
- Leveraged or hedged portfolios: 0.80% to 1.50% per year
Lumenai intends to charge a minimum annual fee of $2,500.
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