Firm profile

LUMINT CORPORATION

BOSTON, MACRD 324443Latest ADV March 30, 2026

Lumint Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in Boston, MA. Its latest Form ADV filing, dated March 30, 2026, reports $3.7B in regulatory assets under management, 14 employees, and 5 accounts.

Assets Under Management
$3.7B
Employees
14
Offices
--
Total Clients
<5 each
Primary office
BOSTON, MA
15 BROAD STREET, SUITE 701, BOSTON, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOAlexander R. Dunegan
CCOPeter F. Carey
COOLisa Fraser

Advisory services offered

1 types reported
Portfolio management for businesses

Fee models offered

1 types reported
Other fee arrangements
Sources checked May 13, 2026

Client Coverage Demographics

Categories with <5 clients
Banking or thrift institutions<5 clients
Other investment advisers<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$3.7Bas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$3.7B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$3.7B
Total Accounts5
10Y AUM Change+$3.3B (+1019.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee
10Y Employee Change+8 (+133.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.