DFX Intelligence

Data Factory

Private equityFirmbuyoutlower middle market

Lumos Capital Group LLC

Private Equity

New York, NY

Lumos Capital invests in dynamic growth stage companies in the human capital development sector (education technology, workforce development, knowledge services).

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:084438f8-505a-406d-a29a-335bf3f88063

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 7
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
35 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Lumos Capital Group LLC

Venture manager · shared crd

Independent Sponsorsidentity

Lumos Capital Group LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

LUMOS CAPITAL GROUP LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 6
PE funds: 6
Vintages: 2022 to 2024
PE GAV, 2024 filing: $244Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $244M
Investments: 16
Active investments: 14
Size band: LOWER MIDDLE MARKETderivedproxy: $0.24bn Private Equity Fund GAV on the Form ADV filed 2024-09-09
Stated sectors: technology,education,media_telecom
Latest ADV filing: Sep 9, 2024
Employees (ADV): 6
Website: lumoscapitalgroup.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Lumos Capital Fund Ii-A LP	2024	Unknown	Private Equity Fund	n/a	$1.8M
Lumos Capital Fund II LP	2024	Unknown	Private Equity Fund	n/a	$38.2M
Lumos Everest LP	2022	Unknown	Private Equity Fund	n/a	$23.5M
Lumos Oasis LP	2022	Early deployment	Private Equity Fund	n/a	$3.1M
Lumos Capital Fund I, LP	n/a	Mature	Private Equity Fund	n/a	$175M
Lumos Capital Fund I-A LP	n/a	Mature	Private Equity Fund	n/a	$2.3M

Investments

Company	State	Role	Control	Invested	Exited	Status
Prior Experience	n/a	unknown	unknown	n/a	n/a	active
Transfr	n/a	unknown	unknown	n/a	n/a	active
OnlineMedEd	n/a	unknown	unknown	n/a	n/a	exited
Disprz	n/a	unknown	unknown	n/a	n/a	active
Instructure	n/a	unknown	unknown	n/a	n/a	active
Openclassrooms	n/a	unknown	unknown	n/a	n/a	active
Acquired Learning.com Current All	n/a	unknown	unknown	n/a	n/a	active
Podium Education	n/a	unknown	unknown	n/a	n/a	active
Learning.com	n/a	unknown	unknown	n/a	n/a	active
Core	n/a	unknown	unknown	n/a	n/a	active
Thrive	n/a	unknown	unknown	n/a	n/a	active
Passage Inc.	Mi	unknown	unknown	n/a	n/a	active
BookNook	n/a	unknown	unknown	n/a	n/a	active
Ellevation	n/a	unknown	unknown	n/a	n/a	exited
Ironhack	n/a	unknown	unknown	n/a	n/a	active
Activate Learning	n/a	unknown	unknown	n/a	n/a	active

Relationships

Invested in (16)

→ TransfrCompanyunknown
factDFX's own graph, The subject's own site
→ IronhackCompanyunknown
factDFX's own graph, The subject's own site
→ Acquired Learning.com Current AllCompanyunknown
factDFX's own graph
→ OpenclassroomsCompanyunknown
factDFX's own graph, The subject's own site
→ BookNookCompanyunknown
factDFX's own graph, The subject's own site
→ Activate LearningCompanyunknown
factDFX's own graph, The subject's own site
→ OnlineMedEdCompanyunknown
factDFX's own graph, The subject's own site
→ Passage Inc.Companyunknown
factDFX's own graph
→ InstructureCompanyunknown
factDFX's own graph, The subject's own site
→ DisprzCompanyunknown
factDFX's own graph, The subject's own site
→ EllevationCompanyunknown
factDFX's own graph, The subject's own site
→ Podium EducationCompanyunknown
factDFX's own graph, The subject's own site
→ Prior ExperienceCompanyunknown
factDFX's own graph
→ ThriveCompanyunknown
factDFX's own graph, The subject's own site
→ Learning.comCompanyunknown
factThe subject's own site
→ CORECompanyunknown
factThe subject's own site

Employs (10)

→ Tom BarryPersonCEO, Zephyr Management
factThe subject's own site
→ Tom DavidsonPersonCEO, EVERFI
factThe subject's own site
→ Yichen FengPersonAdvisor
factThe subject's own site
→ Paul KimPersonCTO, Stanford Ed School
factThe subject's own site
→ John McIntirePersonFormer CEO of Goldman Sachs, Latin America
factThe subject's own site
→ Louise RogersPersonFormer CEO, TES Global
factThe subject's own site
→ Dennis YangPersonFormer CEO, Udemy
factThe subject's own site
→ James AhnPersonManaging Director, CD&R
factThe subject's own site
→ Victor T. HuPersonManaging Partner
Feb 1, 2019 to presentfactForm ADV
→ James Francis TiengPersonManaging Partner And Cco
Feb 1, 2019 to presentfactForm ADV

Manages (6)

→ Lumos Capital Fund I-A LPFundPrivate Equity Fund
Jan 23, 2020 to presentfactForm ADV
→ Lumos Capital Fund I, LPFundPrivate Equity Fund
Jan 23, 2020 to presentfactForm ADV
→ Lumos Everest LPFundPrivate Equity Fund
Mar 17, 2022 to presentfactForm ADV
→ Lumos Oasis LPFundPrivate Equity Fund
Mar 17, 2022 to presentfactForm ADV
→ Lumos Capital Fund Ii-A LPFundPrivate Equity Fund
Mar 19, 2024 to presentfactForm ADV
→ Lumos Capital Fund II LPFundPrivate Equity Fund
Mar 19, 2024 to presentfactForm ADV

Dated events

6 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 23, 2020
Adviser first adv filing
Lumos Capital Group LLC first filed Form ADV in the extract (ERA)
Form ADVobserved 6 days ago

Show 6 bookkeeping events

Occurred
Mar 19, 2024
Lumos Capital Fund Ii-A LP first reported on Form ADV by Lumos Capital Group LLC (Private Equity Fund), GAV $1,750,000
Occurred
Mar 19, 2024
Lumos Capital Fund II LP first reported on Form ADV by Lumos Capital Group LLC (Private Equity Fund), GAV $38,248,222
Occurred
Mar 17, 2022
Lumos Everest LP first reported on Form ADV by Lumos Capital Group LLC (Private Equity Fund), GAV $24,205,000
Occurred
Mar 17, 2022
Lumos Oasis LP first reported on Form ADV by Lumos Capital Group LLC (Private Equity Fund), GAV $2,700,000
Occurred
Jan 23, 2020
Lumos Capital Fund I-A LP first reported on Form ADV by Lumos Capital Group LLC (Private Equity Fund), GAV $700,000
Occurred
Jan 23, 2020
Lumos Capital Fund I, LP first reported on Form ADV by Lumos Capital Group LLC (Private Equity Fund), GAV $74,335,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Tom Barry (CEO, Zephyr Management), Tom Davidson (CEO, EVERFI), Yichen Feng (Advisor), Paul Kim (CTO, Stanford Ed School), John McIntire (Former CEO of Goldman Sachs, Latin America), Louise Rogers (Former CEO, TES Global), Dennis Yang (Former CEO, Udemy), James Ahn (Managing Director, CD&R), Victor T. Hu (Managing Partner), James Francis Tieng (Managing Partner And Cco).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:084438f8-505a-406d-a29a-335bf3f88063
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Lumos Capital Group LLC

Private Equity

New York, NY

Lumos Capital invests in dynamic growth stage companies in the human capital development sector (education technology, workforce development, knowledge services).

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:084438f8-505a-406d-a29a-335bf3f88063

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 7:56 PM UTC and rebuilt at most every 15 minutes.