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Lucid Management AND Capital Partners LP

SEC Registered

Trusted | Transparent | Transformative

New York, NYhttps://lucidma.com(212)551-1702
Assets Under Management
$1B–$5B
Employees
16
Office Locations
1 office
Total Accounts
13

About the firm

Lucid Management and Capital Partners LP is a specialized fixed income asset manager that focuses on short duration and core cash strategies that offer meaningful risk-adjusted returns. They serve leading institutional investors as a Registered Investment Advisor, with global headquarters in New York City.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Fixed IncomeShort DurationCash EquivalentsCore Cash StrategiesRisk-adjusted ReturnsInstitutional InvestmentAlpha Generation

Services

Specialized fixed income asset management focused on alpha-generating solutions for short duration portfolios and cash equivalents, including short duration and core cash strategies offering meaningful risk-adjusted returns.

Who they serve

Leading institutional investors

Client segmentClientsAssets managed
Pension/Profit Sharing Plans13$4.9B

Leadership

David Kent Carlson
CHIEF EXECUTIVE OFFICER, LIMITED PARTNER
Martin Izquierdo St. Pierre
CHIEF RISK OFFICER, LIMITED PARTNER
David Kent Carlson
MANAGING MEMBER
Catherine Whidden Day-Carlson
MEMBER
Heather Lee Campbell
CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER
Mattias (nmn) Almers
OFFICER, LIMITED PARTNER
Lucid Gp Llc
GENERAL PARTNER

Office locations

1 office in 1 state
NY
New YorkHQ

Regulatory & compliance

CRD number
#287883
SEC Number
801-110202
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lucid Management AND Capital Partners LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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