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Asset Managers

Multi-Asset Infrastructure for $1B+ AUM

Run multi-asset portfolios across equities, fixed income, crypto, private securities, pre-IPO, and tokenized real estate from a single institutional account. LEI-verified, with authorized trader lists and full pre-trade risk.

7
Asset Classes
200+
Crypto Assets
10,000+
Equities
16
Federated Brokers

Use Cases

Multi-Asset Portfolio

Stocks (NASDAQ/NYSE via Alpaca), fixed income, commodities, forex, crypto (BitGo Prime + DEX), privates and pre-IPO in one ledger. Unified PnL, tax-lot accounting (FIFO/LIFO/HIFO).

Execution Algorithms

TWAP, VWAP, POV, Iceberg, Sniper, DCA. Smart order routing aggregates books from every connected venue and routes to best execution.

Private Securities

Access Reg D 506b/c, Reg CF, Reg S, and Reg A+ offerings with built-in accreditation enforcement. 12-month FIFO resale hold tracking.

Portfolio Rebalancing via MCP

Connect portfolio-management agents over Model Context Protocol. Same compliance pipeline as human traders, scoped JWT auth.

Features

10,000+ equities via federated broker
200+ crypto (BitGo Prime + on-chain DEX)
Pre-IPO access (SpaceX, Stripe, etc.)
Tokenized treasuries + real estate
TWAP/VWAP/POV/Iceberg algorithms
Tax-lot accounting (FIFO/LIFO/HIFO)
MCP agent access with JWT scoping
LP reporting + K-1 generation

Integrations

AlpacaBitGo PrimetZEROSecuritizeLukkaJuniper SquareAddepar

Ready to get started?

Talk to our team about how Lux can power your asset managers infrastructure.