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Ajit Kumar, portrait

Ajit Kumar

Member at LMCG Investments

Firm officerUpdated

Ajit Kumar has held the title Member at LMCG Investments, LLC, a Boston, MA investment adviser managing $6.83B, since March 2022.

4
Years in role
$6.83B
Firm AUM
968
Firm clients
16
Firm advisers

From Form ADV filed 9 April 2026Form ADV

Career

Ajit Kumar is not listed as a control person, but directly owns between 5% and 10% of LMCG Investments. Ajit Kumar holds an MBA in Finance from McGill University and an M.S. in Financial Mathematics from Stanford University.

LMCG Investments is an investment adviser based in Boston, MA, registered with the SEC since 2009. It provides investment management. Its clients include high-net-worth individuals, pooled investment vehicles and state or municipal government entities. Its regulatory assets under management total $6.83 billion, as filed on 9 April 2026. Its fees, ownership and offices are on the firm’s profile.

Ajit Kumar is Partner, Portfolio Manager, Serenitas Investment Team of LMCG Investments. He joined LMCG in 2015 and serves as Portfolio Manager. Before joining LMCG, he co-founded Serenitas Capital, which was acquired by LMCG, and previously worked as a proprietary trader at Merrill Lynch and, before that, as an investment strategist at Morgan Stanley.

Credentials

Professional designations

Listed by LMCG Investments

  • CFA Charterholder

Key facts

CRD
4046866
Firm
LMCG Investments · CRD 149936
Role
Member
In role since
March 2022 · 4 years
Control person
Not listed
Direct ownership
5% to 10%
Firm headquarters
Boston, MA
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record
Firm bio
lmcg.com

Common questions

Where does Ajit Kumar work?

Ajit Kumar has held the title Member at LMCG Investments, LLC since March 2022.

Source: Form ADV, Schedule A, filed 9 April 2026

Is Ajit Kumar a CFA charterholder?

LMCG Investments lists Ajit Kumar with the CFA credential (“CFA Charterholder”) on its website. CFA Institute confirms certification status.

Source: Ajit Kumar, CFA biography, lmcg.com

How can I verify Ajit Kumar’s record?

Ajit Kumar’s role is listed on LMCG Investments, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 149936.

Source: Form ADV, Schedule A, filed 9 April 2026

Leadership at LMCG Investments

Sources

  1. IAPD individual lookup, CRD 4046866, checked 21 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of LMCG Investments, LLC, filed 9 April 2026. Title, control and ownership bands.
  3. LMCG Investments team page. Biography, education, credentials, awards and the portrait, reproduced for identification.
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