Lucentum Capital

An investment fund for people who want to preserve capital and achieve long-term growth through reliable world-class instruments.
Professional management of a diversified portfolio of U.S. equities, bonds, real estate funds and gold. Minimum investment: $100,000.

Is the fund right for me?The fund in 1 minute

How to get started?

The entire process takes just three simple steps and does not commit you to anything.

Submit a request

Receive a personal consultation and investment strategy

Make a decision at your own pace

%

Target annual return

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Minimum entry USD

How Lucentum manages capital

Discipline, diversification and risk control

The fund invests in reliable world-class instruments. Our goal is to preserve and grow capital, avoid aggressive strategies and reduce risk during periods of market instability.

Assets

Shares of leading S&P 500 companies, U.S. government bonds, REITs, and gold and oil ETFs.

Discipline

Regular portfolio analysis and rebalancing based on market conditions.

Structure

Investment insurance and an individual agreement for each investor.

Growth

Strategy focus: long-term capital preservation and growth.

The next step is a personal consultation.

Book a consultation

Investment decisions should be based on facts, not promises.

Public performance statistics since January 2019
Performance confirmed by monthly reports
An investment strategy based on a long-term approach

Who manages investors’ capital

We believe capital should be managed through experience, discipline and accountability to every investor, not through loud promises. These principles are the foundation of the Lucentum Capital team.

Alexey Fedorov

Investment Strategy Manager

More than 20 years of stock-market experience
Public performance history since 2019
Certified European investment adviser (MiFID II)
Completed Yale University’s Financial Markets online course on Coursera
More than 200 clients with combined capital exceeding $3 million
Speaker at international investment conferences

Dmitriy Kambolin

Operations Manager

More than 20 years of experience, including work at the international hedge funds Systematic Alpha Management and Sefton Asset Management
Expert in stock markets and investment insurance
MGIMO graduate. Certified specialist in broker-dealer activity 1.0 and investment fund management 5.0
Support for more than 90 contracts with combined assets exceeding $5 million

Years of experience

$100 000

Minimum entry USD

18%

expected annual return

Investment Calculator

See how initial capital, annual additions, return and time horizon affect the final amount.

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Annual contributions

Average annual return

Investment term

years

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This calculation is illustrative and is not a guarantee of future returns.

Fund Structure

Lucentum operates through the investment insurance structure of International Insurance, which has been present in the market since 2009. Each investor receives an individual agreement, while document checks and support are provided by professional partners.

Individual investment life insurance agreement

Structure for long-term capital management

Onboarding through partner infrastructure

Client checks, agreements and support handled by partners

Capital cannot be seized by a court decision involving third parties

Assets are not subject to division in divorce proceedings

Funds are transferred to appointed beneficiaries

Protection from creditor and third-party claims

Management and Infrastructure

Investments are carried out through Interactive Brokers, one of the largest and most reliable brokers in the world.

Interactive Brokers infrastructure

AVC Advisory management structure

Portfolio manager: Alexey Fedorov

Focus on transparency and regular reporting

Investment Community

Fund participants receive access to a closed investment environment, analytics and educational materials in a clear format.

Online and live events for investors

Closed residents chat and experience exchange

Regular market reviews in simple language

Access to the basic investment program

Participation Terms

Transparent terms with no hidden fees.

A structure for investors who value active capital management through partner infrastructure.

Minimum investment amount

from $100,000

Fee1.85% per year for the first 5 years
0.35% after 5 years

0%Entry

StrategyActive capital management

Funds may be withdrawn at any time
A VISA/Mastercard card can be requested
Active portfolio management
Monthly rebalancing
Investment structure through an insurance policy
Terms and fees are fixed in the agreement

The strategy aims at long-term capital preservation and growth. Historical results are presented above. Past performance does not guarantee future results.

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Consultation

Start with a preliminary review

If you are considering participation in the fund, book a consultation. We will review your situation, goals, investment horizon and answer questions about the fund structure.

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FAQ

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Who is the Lucentum fund intended for?

The fund is available to qualified investors seeking long-term capital preservation and growth and ready to consider investments from $100,000.

What is the expected return of the fund?

Expected returns based on historical results since 2019 average approximately 18% per year. Past performance does not guarantee future results.

How are investor assets protected?

The fund structure is organized through an individual investment life insurance contract. The presentation notes protection against third-party claims, estate planning and designation of beneficiaries.

Through what infrastructure are investments made?

Investments are carried out through Interactive Brokers. Management and client structure go through partner infrastructure including International Insurance and AVC Advisory.

Partner Program

Recommend Lucentum to people who want to preserve and grow capital.

Partnership based on trust and recommendations

In especially important matters, people choose specialists recommended by those they trust. Finance and investments are exactly such a field.

Lucentum partners do not sell and do not advise clients. Their task is simpler: introduce a person to the fund opportunities and help book a free consultation.

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Contact

Start with a consultation to understand whether the fund structure suits you.

Contact Us

Book a preliminary consultation via Telegram bot or leave a message through the form.

Email
info@lucentum.capital

Telegram bot
@fxtde_bot

Consultation
By prior appointment

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Briefly describe your request, amount, investment horizon and preferred way to contact you.

Lucentum