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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2021
- Office Locations
- 1
Office Locations
About Lumenai
Lumenai is a quantitative, AI-driven investment manager delivering multi-asset, equity and overlay portfolios (long-only, long/short and market-neutral). Offered as a manager, subadvisor or overlay, its platform automates security selection, portfolio construction, trading, and performance/risk reporting for banks, asset managers and wealth advisors. Powered by ETS Asset Management Factory’s quant/AI research since 1987 and 35+ years of proprietary data.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOHN CHRISTOPHER BAILEY
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #2683610
- Ownership
- 75% or more
CHRISTOPHER Messiana
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,256,972 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,256,972 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,256,972
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $843,394,808 | 17.0% |
| Cash | $4,117,751,124 | 83.0% |
| Total | $4,961,145,932 | 100.0% |