Lucus Advisors LLC

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Lucus Advisors LLC ✚
CRD #	165114
SEC #	801-79976
CIK #	0001593365
AUM
Employees	8 (88% Investors, 0% Brokers)
Phone	212-257-4288
Address	80 Broad Street New York, NY 10004
Source	[IAPD] [EDGAR] [Website]

Total AUM ($M) Copy

Sector	Form 13F Holdings	Value ($M)
	Paypal Holdings Inc	2.3
	Align Technology Inc	2.0
	VICI Properties Inc	1.8
	Axalta Coating Systems Ltd	1.8
	Facebook Inc	1.5
	Amazon Com Inc	1.4
	Polo Ralph Lauren Corp	1.4
	Cognizant Technology Solutions Corp	1.2
	Cheesecake Factory Inc	1.0
	Alphabet Inc	0.9
View All

Holdings by Sector ($M)

Type	Form D Funds	Date	Sold	AUM
HF	Kernel Master Fund LP	[2017-03-31]	44.7 M	115.8 M
	Filed 2019-07-18 (D/A) · Exemption 506(b) · Minimum $5,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Coppice LP	[2014-03-28]	22.7 M	10.6 M
	Filed 2019-07-23 (D/A) · Exemption 3(c), 3(c)(1) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	Red Alder Master Fund LP	[2012-09-11]	19.3 M	114.6 M
	Filed 2019-08-29 (D/A) · Exemption 506(b) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	7	218.6
By Discretionary
Discretionary	7	218.6
Non-Discretionary	0	0.0
Total	7	218.6
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		218.6
Total	7	218.6

Form D Directors	Role	# Filings	# Firms
Mario Sgarlata	Executive Officer	5	3
Schuster Tanger	Director, Executive Officer	6	2
Joshua Packwood	Director, Executive Officer	4	2
Anna Gomez	Executive Officer	4	2
John Laub	Executive Officer	3	2

EDGAR Form	CIK	2011 - 2026
13F-HR	[0001593365]

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Hedge Fund

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Lucus Advisors LLC

Assets, Funds, Holdings