SourcingSourcing

LUCERNE CAPITAL MANAGEMENT, LP

B50
CRD 111288·SEC 801-60105·GREENWICH, CT
AUM
$364.6M
$100M-$500M
Est. Revenue
$3.6M
@ 1% on AUM
Est. EBITDA
$1.1M
@ 30% margin
Est. Deal Value
$8.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LUCERNE CAPITAL MANAGEMENT, LP
CRD
111288
SEC file #
801-60105
EIN
522252834
DBA names
—

Economics

AUM
$364.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$1.11B → $364.6M▼ -67%
Client mix
Pooled Investment Vehicles8
Other1

Operations

Employees (total)
8
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
6 advisors → 4 advisors▼ -33%
Primary office
GREENWICH CT
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
lucernecap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TASELAAR, PIETER, NMN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
TASELAAR, PIETER, NMN
HOVERS, MATHEUS, GERARDUS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LUCERNECAP.COM
Rdap Domain Creation Date
2007-11-25T00:58:20Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
eNom, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001218961
Edgar Registered
Yes
Edgar Filing Count
31
Edgar First Filing Date
2003-02-18
Edgar Last Filing Date
2025-07-09
Edgar 13f Count
26
Edgar 13f Latest AUM Estimate
Filing Date2020-11-02
Accession0000950142-20-002460
Edgar Former Names
LUCERNE CAPITAL MANAGEMENT LLC
REACHCAPITAL MANAGEMENT LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs12
Morgan Stanley7
E*trade4
Northern Trust3
Edgar Addresses
Mailing
73 ARCH STREET3RD FLOORGREENWICH, CT 06830
Business
73 ARCH STREET3RD FLOORGREENWICH, CT 06830
Edgar EIN
522252834
Edgar Recent Filings
SCHEDULE 13D2025-07-09 · 0000950142-25-001870
SCHEDULE 13G/A2025-05-15 · 0000950142-25-001395
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-25T00:58:20Z
Rdap Domain Last Changed
2025-11-17T13:29:10Z
Rdap Nameservers
Dns1.name-services.comDns2.name-services.comDns3.name-services.comDns4.name-services.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1681549
Trust Company Affiliate
Yes

People (3)

3
TASELAAR, PIETER, NMN
Direct Owner · 62.5%
1681549
HOVERS, MATHEUS, GERARDUS
Direct Owner · 37.5%
5776038
MORONEY, PATRICK, STEPHEN
Executive Officer · 2.5%
2383933