CRD: 137718
Lucey Investment Management, LLC
Glastonbury, CT
8606334490
$60.5M Total AUM
$57.6M Disc. AUM
-- 3Y CAGR
1 Employees
87 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-26-2006
- Office Locations
- 1
Office Locations
-- Glastonbury CT
About Lucey Investment Management, LLC
Lucey Investment Management, LLC is a Glastonbury-based RIA. The firm has been operating for 20 years. Managing $60.5M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS. Services offered include Financial Planning.
Team overview
50 AVG AGE
$60.5M AVG AUM / ADVISOR
$695.2K AVG AUM / CLIENT
18.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
Matrix optima
Client Personas
Foundation
Investment Themes
Capital signal
Investment Vehicles
Prime Matrix
Services
Momentum
Owner & Executives
KEVIN CHRISTOPHER LUCEY
Principal
- CRD
- #5048981
- Ownership
- 75% or more
(245) 900-5252
summit.vertex@vectorcapital.com
in linkedin.com/in/atlas-fusion
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,563,356 | -- |
| Non-Discretionary | $2,917,585 | -- |
| Total | $60,480,941 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,480,941
Equity - Exchange:
34.5% Cash:
35.2% Derivatives:
30.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $506,855,773 | 34.5% |
| Cash | $517,139,803 | 35.2% |
| Derivatives | $445,151,592 | 30.3% |
| Total | $1,469,147,168 | 100.0% |