Lucerne Investment Partners Revenue
Investment Management • 
Melbourne, Victoria, Australia • 1-10 Employees
Lucerne Investment Partners revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contact at Lucerne Investment Partners
Stephen Moretta
Director - Private Wealth
Company overview
| Headquarters | 4/45 Wangaratta St, Richmond, Victoria 3121, AU |
| Phone number | +611299522 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Wealth Preservation, Financial Services, Investor Relations, Wealth Management, Portfolio Construction, Leadership, Funds Management, Capital Raising, Market Analysis, Due Diligence, Alternative Investments, Risk Mitigation, Joint Ventures, Long-Term Relationship Building |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Lucerne Investment Partners Email Formats
Lucerne Investment Partners uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@lucernepartners.com), used 85.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@lucernepartners.com | 85.7% |
{first name}.{last name} | john.doe@lucernepartners.com | 14.3% |
About Lucerne Investment Partners
Lucerne Investment Partners (Lucerne) secures and builds investor wealth with a focus on generating returns across all market conditions. We specialise in providing private wealth advice and funds management services. Our leadership team co-invests, placing their personal wealth alongside investors, and therefore, aligning interests. We have a number of investment vehicles open to wholesale and retail investors: The Lucerne Alternative Investments Fund (LAIF) a “fund of funds” model which provides investors access to an actively managed portfolio of funds designed to have a low correlation to equity markets. LAIF has annualised ~11% p.a. with half the volatility of equity markets. Lucerne takes a considered and methodical approach to investment, keeping capital preservation front of mind. The group was started in 2015 by a team that wanted to create a business better aligned to the interests of investors, rather than one based on earning commissions on trades regardless of investment results. With a proven track record of results, our dynamic team values relationships, having worked with a range of investors for over ten years. Personalised service and long-term partnerships are at the core of our business. We value integrity, care, excellence and doing things differently. A willingness to learn, grow and put our investors’ interests first, drives us to succeed. Lucerne is based in Richmond, Melbourne. More information can be found by visiting www.lucernepartners.com
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Lucerne Investment Partners has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
Lucerne Investment Partners has never raised funding before.
Lucerne Investment Partners Tech Stack
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