A complete list of active advisors currently associated with LumenAI

Warmer can help you find a great advisor at LumenAI or one who fits your needs even better.

Lumenai provides investment management services to hedge funds, high‑net‑worth investors, investment advisors, fiduciaries, and institutions, managing tailored separate account portfolios and also serving pooled vehicles such as hedge funds. The firm generally implements portfolios using individual stocks, ETFs, and mutual funds and, with client approval, may employ futures, options, FX, or digital currencies. The investment process is predominantly quantitative and AI-driven and is implemented in coordination with a European technology partner in a formal sub‑advisory relationship that supplies buy/sell/hold recommendations. Once portfolio strategy, risk targets, and values-based inputs are agreed, security selection is largely automated by the AI process, although clients who prefer a fundamental approach may request restrictions. Lumenai’s clients are accredited investors only, and the firm prepares performance measurement and evaluation reports — combining custodian and internally generated reporting to inform investors about portfolio results. Distinctive for a small advisory firm, Lumenai pairs a boutique discretionary asset base with a structured external AI sub‑advisor relationship and the capacity to manage both separate accounts and pooled hedge fund vehicles.

To learn more about the advisors currently working at LumenAI, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.