Lucerne Capital Management

Greenwich, United States Founded: 2000 • Age: 26 yrs
Investment firm focused on bottom-up stock selection for European mid-cap companies.
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About Lucerne Capital Management

Lucerne Capital Management is a company based in Greenwich (United States) founded in 2000 by Pieter Taselaar. It operates as a B2B. Lucerne Capital Management offers products and services including Investment Advisory. Lucerne Capital Management operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others.

  • Headquarter Greenwich, United States
  • Founders Pieter Taselaar
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Lucerne Capital Management, Lp
Operational Areas
Financial Services → Private Capital & Alternative Investments
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
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Products & Services of Lucerne Capital Management

Lucerne Capital Management offers a comprehensive portfolio of products and services, including Investment Advisory. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Advisory services for European equities investments and portfolio management

Funding Insights of Lucerne Capital Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Lucerne Capital Management

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Lucerne Capital Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Lucerne Capital Management Comparisons

Employees
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Competitors of Lucerne Capital Management

Lucerne Capital Management operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Morgan Stanley, Investec, FNZ and Northwestern Mutual, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
domain founded_year HQ Location
Wealth management, investment advisory, and financial services are provided.
domain founded_year HQ Location
Global banking, investment, and wealth management services are offered worldwide.
domain founded_year HQ Location
Wealth management solutions are delivered for asset managers.
domain founded_year HQ Location
Northwestern Mutual is engaged in financial planning and insurance services.
domain founded_year HQ Location
Financial services are provided to consumers and corporations worldwide.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Lucerne Capital Management

Frequently Asked Questions about Lucerne Capital Management

When was Lucerne Capital Management founded?

Lucerne Capital Management was founded in 2000.

Where is Lucerne Capital Management located?

Lucerne Capital Management is headquartered in Greenwich, United States. It is registered at Greenwich, Connecticut, United States.

What does Lucerne Capital Management do?

Lucerne Capital Management is an investment adviser that leverages fundamental research to identify value in European mid-cap companies. Headquartered in Greenwich, Connecticut, it employs experienced professionals for portfolio management and operations. The firm serves investors by uncovering investment opportunities through deep analysis, emphasizing sustainable and high-quality equities in Europe.

Who are the top competitors of Lucerne Capital Management?

Lucerne Capital Management's top competitors include Fidelity Investments, Investec and S&P Global.

What products or services does Lucerne Capital Management offer?

Lucerne Capital Management offers Investment Advisory.

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