LUMIDA WEALTH MANAGEMENT LLC of WAYNE, NJ is an SEC-registered investment adviser (CRD 323410). Regulatory assets under management: $132.8M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Ram Ahluwalia | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER; TRUSTEE | Wayne, NJ |
| Samuel Morris Westby Caspersen | CHIEF COMPLIANCE OFFICER | New York, NY |
| Guilder Justin Matthew | SECRETARY/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| AHLUWALIA RAM | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| LUMIDA 2023-A SPV, LP | Private Equity Fund | Delaware | 14 | $14.7M | $100K |
| LUMIDA SERIES LLC - TRANCHE III | Private Equity Fund | Delaware | 19 | $12.9M | $51K |
| LUMIDA SERIES LLC - TRANCHE I | Private Equity Fund | Delaware | 37 | $10.0M | $51K |
| LUMIDA SERIES LLC - TRANCHE VI | Private Equity Fund | Delaware | 44 | $9.1M | $20K |
| LUMIDA SERIES LLC - TRANCHE VI | Private Equity Fund | Delaware | 44 | $9.1M | $20K |
| LUMIDA SERIES LLC - TRANCHE II | Private Equity Fund | Delaware | 37 | $4.2M | $25K |
| LUMIDA SERIES LLC - TRANCHE V | Private Equity Fund | Delaware | 17 | $2.8M | $51K |
| LUMIDA SERIES LLC - TRANCHE IV | Private Equity Fund | Delaware | 9 | $1.4M | $20K |
| City | State | Employees | Phone |
|---|---|---|---|
| NEW YORK | NY | 1 | (917) 541-0170 |
| NEW YORK | NY | 1 | (917) 541-0170 |