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Contact Our Team:

1750 Tysons Blvd, Suite 1500
Tysons, VA 22102

+1 (703)-206-8116

info@lucrumcapitaladvisors.com

Advisory services are offered through Lucrum Capital Advisors, Inc. (“Lucrum Capital Advisors”), a wholly-owned subsidiary of Lucrum Companies, Inc. and a state registered investment adviser in the Commonwealth of Virginia. Lucrum Capital Advisors provides investment advisory services exclusively to investors with alternative assets, which are investments that are not public equities, bonds, and money market instruments that include but are not limited to private real estate, venture capital, and private equity investments. Additional information is available in Lucrum Capital Advisors’ Client Relationship Summary (Form CRS) (which can be accessed below on our website) and Form ADV.

Content provided on this website is for informational purposes only and should not be regarded as a recommendation, an offer to sell securities, or a solicitation of an offer to buy any investment products, financial products, or services. Investment opportunities available through Lucrum Capital Advisors are speculative and involve substantial risk. You should not invest unless you can sustain the risk of loss of capital, including the risk of total loss of capital. All investors should consider their individual factors in consultation with a professional advisor of their choosing when deciding if an investment is appropriate. Private alternative assets, such as private placements, are generally illiquid investments, in that they cannot be easily sold or exchanged for cash, and are intended for investors who do not need a liquid investment.

What representation guarantees do you have with your clients?

As licensed investment advisors, we owe all of our clients full fiduciary duties and responsibilities. It is both our legal mandate and our company’s policy to assure that we serve and hold our client’s interest above ours at all times. This is especially the case in conflicts of interest situations, in which we disclose all material information upfront to our clients prior to formally engaging.
I’m in a state your firm is currently not licensed in, can I still hire your firm?

Sure. We are limited to five clients in states outside our jurisdiction of licensure. If we find sufficient demand to expand our licensure to a different state, we will do so and make announcements when engaging in that expansion.
Are you able to provide financial planning and investment advisory services on traditional assets (stocks, bonds, money markets, etc.)?

We are able to, but our focus is exclusive to alternative investments, primarily related to real estate. We are more than happy to refer you to our network of third party advisors to address your investment needs holistically.
Are you able to give investment advice on real estate transactions?

Yes. However, it should be noted that some jurisdictions in the United States do require real estate brokerage licenses in order to provide real estate consulting and receive compensation. Therefore, we work with Lucrum Realty, our affiliate real estate brokerage company, to be able to provide these services jointly to ensure full compliance.
Are you able to act as a custodian?

No. We do not currently have the infrastructure nor the regulatory approval to provide custody of assets or cash to our clients. We are glad to refer you to certain vendors depending on your needs.
Do you serve international/foreign investors?

Yes, we are able to. However, it should be noted that foreign investors require additional levels of due diligence and screening prior to engaging, especially under the guise of anti-money laundering regulations. These requirements may also differ between foreign individual investors and foreign institutional investors. Bottom Line: If you are a foreign investor and think we can be of value to you, we would be more than happy to connect and see how we can be of assistance.

CAPITAL ADVISORS

Let's Get Started

Have additional questions?

Contact Our Team:

1750 Tysons Blvd, Suite 1500
Tysons, VA 22102

+1 (703)-206-8116

info@lucrumcapitaladvisors.com

Form ADV

Form CRS

General Disclosures

Privacy Policy

BCP

CAPITAL ADVISORS

Let's Get Started

Have additional questions?

Contact Our Team: 1750 Tysons Blvd, Suite 1500 Tysons, VA 22102 +1 (703)-206-8116 info@lucrumcapitaladvisors.com

Form ADV

Form CRS

General Disclosures

Privacy Policy

BCP

Contact Our Team:

1750 Tysons Blvd, Suite 1500
Tysons, VA 22102

+1 (703)-206-8116

info@lucrumcapitaladvisors.com