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Lumiere Financial Group LLC

● SEC registered since 2022CRD 319171SEC# 801-123638New York, NY
Export (members)
Ranks #5,767 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$82.7M
Fund GAV
$1M
Private funds
1
Employees
5
Accounts
255
Location
New York, NY

Lumiere Financial Group LLC assets under management

Lumiere Financial Group LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $82.7 million in regulatory assets under management and employs 5 people. Lumiere Financial Group LLC manages 1 private fund with combined gross assets of $1 million, including Lumiere Private Capital Fund I, a Series of Aqua Platform Master LLC. By regulatory assets, it ranks 5,767 of 6,004 private fund managers.

Lumiere Financial Group LLC private funds

1 funds · $1M GAV
FundTypeGross assetsMin.
Lumiere Private Capital Fund I, a Series of Aqua Platform Master LLCPrivate Equity$1M$50K

Lumiere Financial Group LLC owners & executives

3 reported
NameTitleOwnershipSince
Joseph J Milici ControlChief Compliance OfficerUnder 5%2026
Tzvetelina Gueorguieva Botchoukova ControlSenior Managing Director10-25%2022
Zachary Wyatt Brody ControlManaging Partner & CeoOver 75%2022

Frequently asked questions

How much does Lumiere Financial Group LLC manage?

Lumiere Financial Group LLC reports $82.7 million in regulatory assets under management on its Form ADV.

How many private funds does Lumiere Financial Group LLC manage?

Lumiere Financial Group LLC manages 1 private funds with combined gross assets of $1 million.

How many employees does Lumiere Financial Group LLC have?

Lumiere Financial Group LLC reports 5 employees.

Where is Lumiere Financial Group LLC located?

Lumiere Financial Group LLC is based in New York, NY and has been SEC-registered since 2022.

Does Lumiere Financial Group LLC disclose fund performance?

Lumiere Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address675 Third Avenue, Suite 920, New York, NY 10017
Phone(212) 516-5900
Office hours9:00 a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$82.7M▲ 38%
Mar '25 — $59.9MApr '25 — $59.9MMay '25 — $59.9MJun '25 — $59.9MJul '25 — $59.9MAug '25 — $59.9MSep '25 — $59.9MOct '25 — $59.9MNov '25 — $59.9MDec '25 — $59.9MJan '26 — $59.9MFeb '26 — $59.9MMar '26 — $82.7MApr '26 — $82.7MMay '26 — $82.7MJun '26 — $82.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
AUM vs fund managersTop 96%
Larger than 4% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers

Assets under management

$82.7Mregulatory AUM
Discretionary $82.7M

Service providers

Administrator