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Alisa Annah Berger

LUMINARX CAPITAL MANAGEMENT LP·NEW YORK, New York
Clean recordLUMINARX CAPITAL MANAGEMENT LP
712 FIFTH AVENUE, NEW YORK, NY 10019CRD# 7756260Firm CRD# 327065

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alisa Annah Berger · NEW YORK, NY
Registration
CRD #7756260 · LUMINARX CAPITAL MANAGEMENT LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alisa Annah Berger is a registered financial advisor based in NEW YORK, New York, affiliated with LUMINARX CAPITAL MANAGEMENT LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LUMINARX CAPITAL MANAGEMENT LP
LUMINARX CAPITAL MANAGEMENT LP
AUM
$2.2B
Regulatory assets under management
Employees
21
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7756260
Firm CRD# 327065
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05

Frequently Asked Questions

What services does Alisa Annah Berger offer?
Alisa Annah Berger specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.
What are Alisa Annah Berger's credentials?
Alisa Annah Berger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alisa Annah Berger located?
Alisa Annah Berger is based in NEW YORK, New York, working with LUMINARX CAPITAL MANAGEMENT LP. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.
How does Alisa Annah Berger charge for services?
Alisa Annah Berger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUMINARX CAPITAL MANAGEMENT LP?
LUMINARX CAPITAL MANAGEMENT LP has approximately 21 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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