JOSEPH P. LUCIA & ASSOCIATES, LLC
SEC file number 801-76540
· YORKTOWN HEIGHTS, NY
https://luciaandassociates.net ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$310.3M
Discretionary AUM
$216.9M
Employees
5
Clients
26
Firm
- Address
- 3505 HILL BLVD.
YORKTOWN HEIGHTS, NY 10598 - Phone
- —
- Website
- https://luciaandassociates.net
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- St. Joseph Campground Investors, LLC Low name-match confidence · CIK 2143907 · WY
- St. Joseph MOB I,LLC Low name-match confidence · CIK 2067920 · GA
- St. Joseph Plan - Fund I, LP Low name-match confidence · CIK 2081745 · CA
-
St. Joseph Campground Investors, LLC · D · Sep 24, 2026
-
St. Joseph Plan - Fund I, LP · D · Sep 12, 2025$30M
-
St. Joseph MOB I,LLC · D · May 12, 2025$8.8M