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Approach

Our Process

Client Questionnaire

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We take our responsibility of onboarding new prospective clients very seriously. We’ve developed a detailed application and questionnaire process that allows us to streamline our ability to assess a prospect’s profile and the problem they are looking for us to solve.
 

This process can take anywhere between 20 to 30 minutes in total. To begin, please just take a few minutes to use our online intro form by clicking on the “Get Started” button on the home page. Later, we will have a separate, more detailed questionnaire to assess your background. We find this part of the process absolutely necessary when dealing with any new clients.
 

If we don’t think we can help you based on what you’ve presented to us, we’ll tell you right away and won’t waste any of your time. If we think that we can refer you to another group that can better meet your needs, we will more than happily make introductions for you and, of course, disclose any conflicts of interest or referral agreements upfront.

Intro Client Sync

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These calls are 30-45 minutes, and they allow us to hear from the client directly of what problems and their nuances they are facing. It also allows the client the opportunity to assess our potential solutions once we get an understanding of their particular situation.

Follow Up Screening and Due Diligence

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To ensure any confusion is cleared on our end before devising potential solutions, we usually dive deeper into the client’s background by asking certain follow up questions to capture information not yet given from previous interactions.
 

Also, we exercise preliminary due diligence by requesting certain information surrounding the client’s investments and financials. This is to ensure we have sufficient information to act as a fiduciary to the maximum capacity.

Proposal and Engagement

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Within just a few days after our screening and due diligence, we put together a proposal of potential solutions and present them to the client for the scope of the work, the timeline to completion, and logistical expectations of the project.
 

We try to include a variety of options and pricing structures to give the client the choice of the structure they think best suits them.
 

If the agreement agrees with the terms of the proposal, we send our advisory/consulting contract for review and signature.

Work and Delivery

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Once we are engaged, our guarantee is that we will deliver on our project’s proposal with no extensions of timeline and a quality of deliverables that is at least, if not better, than expectations.
 

We also welcome feedback from our clients to give us room to improve the deliverables in time for us to deliver the best possible end product possible.

Modern Architecture

Products Coverage

  • Private Real Estate

Commercial - Office, Hospitality, Retail, and Industrial

Residential and Multihousing - SFR/BTR, Multifamily,
RV/Manufactured Housing, Student Housing, and Senior Housing

  • Private Placements - Debt and Equity Offerings

  • Real Estate Syndications, DPPs, TICs, LP/GP

  • Real Estate Private Credit (e.g. promissory notes, mezzanine debt)

  • ABS and MBS and Mortgages and Mortgage Receivables

  • Other Real Assets (Infrastructure and Commodities)

  • Real Estate Derivatives: Forwards, Swaps, Options, and Futures

  • Equity and Debt Participation Certificates

  • Relevant Financial Instruments: Financial Swaps, CAT Bonds, RE and MBS Indices, etc.

  • Proptech Venture Capital and Real Estate Related Private Equity

Who We Serve

Institutions and Qualified Purchasers

  • Private Funds (PE, HF, VC, REPE)

  • Family Offices

  • Alternative Investment Managers and Sponsors (e.g. RE Developers and Operators)

  • Insurance Companies

  • Pension Funds

  • Banks (Merchant, Retail, Investment)

  • Endowments

  • Sovereign Wealth Funds

  • Corporations

  • Broker-Dealers and RIAs

Non-Institutional Investors and Financial Advisors

  • Accredited Investors (HNWIs, UHNWIs, Qualified)

  • RIAs and IARs (Discretionary and Non Discretionary)

  • Retail Investors

Have additional questions?
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.

© Copyright LUCRUM COMPANIES  2023. All Right Reserved.

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