LUCERNE CAPITAL MANAGEMENT, LP

73 Arch Street
3rd Floor
Greenwich, Connecticut 06830
Tel: 203-983-4400

About LUCERNE CAPITAL MANAGEMENT, LP

LUCERNE CAPITAL MANAGEMENT, LP, formally registered with the SEC as LUCERNE CAPITAL MANAGEMENT, LP. The firm was established in 03/26/2001. They have over 1 offices throughout the country.

LUCERNE CAPITAL MANAGEMENT, LP is a Greenwich, Connecticut based Financial Planning firm with nearly $613,479,000 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111288
SEC#	801-60105
Assets Managed by Firm	$613,479,000
No. of Clients	9
No. of Advisors	9

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$613,479,000

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