Lumos Partners Overview

  • Service
  • Investment Bank

  • Year Founded
  • 2014

Year Founded

  • Employees
  • 5


  • Serviced Companies
  • 44

  • Serviced Deals
  • 12

  • Serviced Investors
  • 13

Lumos Partners General Information


Founded in 2014, Lumos Partners is a boutique investment bank headquartered in Pleasanton, California. The firm provides services in the areas of mergers and acquisitions, strategic advisory, capital raising, strategic plan development, business development, and valuation. Lumos Partners caters to the software, e-commerce, digital media, internet, consumer technology, and healthcare sectors.

Contact Information

Year Founded
Service Provider Type
Investment Bank
Corporate Office
  • 309 Ray Street
  • Pleasanton, CA 94566
  • United States
+1 (415) 000-0000

Lumos Partners Services to Companies

Service on a Deal (12)

Company Name Service Provided Deal Date Deal Type Deal Amount
UpNest Advisor: General Jun 2022 00000 0000000
Gratavid Advisor: General May 2022 00000 0000000
Next Glass Advisor: General Apr 2020 00000 0000000
Private Internet Access Advisor: General Dec 2019 00000 0000000
Syndigo Advisor: General Oct 2018 00000 0000000
Bizness Apps Advisor: General May 2018 00000 0000000
FreshLoc Technologies Advisor: General Nov 2016 00000 0000000
FreshLoc Technologies Advisor: General May 2016 00000 0000000
Merchantry Advisor: General Jul 2015 00000 0000000
GoFundMe Advisor: General Jun 2015 00000 0000000
You’re viewing 10 of 12 services to companies. Get the full list »

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Lumos Partners Services to Investors

Service on a Deal — Buy Side (2)

Investor Name Service Provided Deal Date Deal Type Deal Amount
The Jordan Company Advisor: General May 2022 00000 0000000
The Jordan Company Advisor: General Nov 2020 00000 0000000
To view Lumos Partners’s complete services on a deal — buy side history, request access »

Lumos Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

This information is available in the PitchBook Platform. To explore Lumos Partners‘s full profile, request access.

Request a free trial

Lumos Partners Team (6)

Name Title Deals Office Contact
Eric Kim Managing Partner & Managing Director Pleasanton, CA
Vivek Goyal Co-Founder & Managing Partner Pleasanton, CA
Michael Clarke Vice President Pleasanton, CA
Eddie Le Co-Founder & Managing Partner Pleasanton, CA
You’re viewing 4 of 6 team members. Get the full list »

Lumos Partners FAQs

  • When was Lumos Partners founded?

    Lumos Partners was founded in 2014.

  • Who is the founder of Lumos Partners?

    Vivek Goyal and Eddie Le are the founders of Lumos Partners.

  • Where is Lumos Partners headquartered?

    Lumos Partners is headquartered in Pleasanton, CA.

  • What is the size of Lumos Partners?

    Lumos Partners total number of employees/professionals is 5.

  • What service provider type is Lumos Partners?

    Lumos Partners's service provider type is Investment Bank.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »