Investment adviser · CRD 319171
LUMIERE FINANCIAL
Investment adviser filing (IA)
LUMIERE FINANCIAL GROUP LLC
NEW YORK, NY, United States · Form ADV filed Apr 20, 2026
- Regulatory AUM
- $82.7M Form ADV · Item 5.F
- Client accounts
- 255 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 18 | $52,103,494 | 63.0% |
| Individuals | 98 | $30,608,573 | 37.0% |
Filing source
Form ADV 2096623 · Apr 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
LUMIERE PRIVATE CAPITAL FUND I, A SERIES OF AQUA PLATFORM MASTER LLCPrivate Equity Fund · Last reported Apr 20, 2026$1.05MGross asset value
Form D fundraising filings
Lumiere Private Capital Fund I a Series of Aqua Platform Master LLC
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SPICER JEFFRIES LLP
PCAOB 677
Fund details & source
- Fund ID
- 805-5794726684
- Reported beneficial owners
- 7
- Minimum commitment
- $50K
- Form D file number
- 021-544944
Form ADV 2096623 · Apr 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Apr 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
675 THIRD AVENUE, SUITE 920NEW YORK, NY, 10017, United States
CRD 319171
Filing source
Form ADV 2096623 · Apr 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.