← Directory

LUCID MANAGEMENT AND CAPITAL PARTNERS LP

CRD 287883File 801-110202
APPROVED
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.87B
Top 25% of cohort (national)
Discretionary AUM
$4.87B
Clients
13
13 accounts
Employees
16
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
NYRO
Registration date
Apr 5, 2017
Principal office
295 MADISON AVE, 39TH FLOOR, NEW YORK, NY, 10017
Phone
(212)551-1702

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.87B
Discretionary AUM
$4.87B
Non-discretionary AUM
$0
Discretionary accounts
13
Non-discretionary accounts
0
Total accounts
13
AUM per client
$374.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles13$4.87B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Employees1916decreased by3
Apr 1, 2026Clients1213increased by1
Apr 1, 2026AUM$3,896,200,000$4,867,700,000increased by$971,500,000
Apr 1, 2026Accounts1213increased by1
May 1, 2025
vs Oct 1, 2022
Employees919increased by10
May 1, 2025
vs Oct 1, 2022
AUM$2,739,798,000$3,896,200,000increased by$1,156,402,000
Apr 1, 2022Employees79increased by2
Apr 1, 2022Clients1112increased by1
Apr 1, 2022AUM$1,954,205,000$2,739,798,000increased by$785,593,000
Apr 1, 2022Accounts1112increased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LUCID MANAGEMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LUCID MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.