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RIA · CRD 137718State-Registered Investment Adviser

Updated:

Lucey Investment Management

Lucey Investment Management, LLC is a state-registered investment adviser with $60 million in regulatory assets under management. The firm manages $58...

Overview

Lucey Investment Management, LLC is a state-registered investment adviser with $60 million in regulatory assets under management. The firm manages $58 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Principals

Thomas C. Lucey

Principal

Sector focus

Real EstatePrivate CreditPrivate Equity

Frequently asked questions

What asset classes does the firm invest in?

The firm invests across three primary asset classes: direct commercial real estate, private credit, and private equity in operating companies. Its real estate focus has historically centered on Midwestern office, industrial, and retail properties, while its credit activity emphasizes asset-backed lending structures.

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