Lucha Capital Management LP (San Francisco)


Lucha Capital Management LP is a large advisory firm based in San Francisco. It manages $755.64 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Lucha Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lucha Capital Management: assets under management

The assets under management (AUM) of Lucha Capital Management LP is $755.64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 326% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $755.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $151.13 million each.
Lucha Capital Management has custody of $75.75 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lucha Capital Management LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Lucha Capital Management serves?

The only and largest group of clients of Lucha Capital Management is pooled investment vehicles with 5 clients and $755.64 million of assets under management. Among the 8 most similar advisory firms, Lucha Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $755.64 million for 5 clients. None of the firm’s clients are foreign persons or businesses.

Lucha Capital Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Lucha Capital Management LP

The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Lucha Capital Holdings Llc General partner 1 Apr 2016 Other 38-04002879
Marcelo Adrian Desio Limited partner 1 Apr 2016 50% - 75% 2283411
William Christian Dauphinais Limited partner 1 Apr 2016 25% - 50% 3253718
Marcelo Adrian Desio Manager 1 Jun 2016 Other 2283411
William Xavier Minor Chief compliance officer 1 Jun 2016 Other 336483
Cody J Shevitz Partner, analyst 1 Jul 2016 Other 6081821
Marcelo Adrian Desio Cco/ limited partner 1 May 2017 50% - 75% 2283411
Charles James Daly Chief compliance officer 1 Sep 2017 Other 5259860

Based in San Francisco

The principal office where Lucha Capital Management LP performs its advisory services is located at One Lombard Street,, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 704-8200 or by fax (415) 704-6210. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at luchacapital.com.