// 00Contact · Lualdi Advisors · Engagement Desk

OPEN·CONVERSATION

By Referral · By Introduction · ≤ 2 Business Days

Engagement is mainly by introduction or referral. We respond within two business days.

The most efficient path to a working relationship is a one-paragraph email describing the problem you are trying to solve, the operational context, and the timeline you are working against. We will respond directly with a fit assessment, the right specialist, and the next step.

// 01Channels

Direct lines.

// The firm responds within two business days.

// 02Offices

Seven doors.

Lualdi Advisors Miami headquarters HQ Miami · Florida
// HQ · FL

Miami

Headquarters · Strategy · Capital Relations
25.7617°N · 80.1918°W
Lualdi Advisors New York client relations office Clients New York · NY
// CLIENTS · NY

New York

Client Relations · Capital Markets
40.7128°N · 74.0060°W
Lualdi Advisors Chicago research center Research Chicago · Illinois
// RESEARCH · IL

Chicago

Research Center · Execution Facility
41.8781°N · 87.6298°W
Lualdi Advisors European office in Mallorca Strategy Mallorca · Spain
// EUROPE · ES

Mallorca

EU Client Relations · Founder's Base
39.5696°N · 2.6502°E
Lualdi Advisors Lake Como client relations office Clients Lake Como · Italy
// EMEA · IT

Lake Como

Client Relations · EMEA
45.9876°N · 9.2587°E
Lualdi Advisors São Paulo client relations office Clients São Paulo · Brazil
// LATAM · BR

São Paulo

Client Relations · South America
23.5505°S · 46.6333°W
Lualdi Advisors Haifa client relations office, Israel Clients Haifa · Israel
// MIDDLE EAST · IL

Haifa

Client Relations · Middle East
32.7940°N · 34.9896°E
// 03Engagement — Frequently Asked

Direct answers.

Do you take on engagements outside your stated sectors?
Occasionally. The criterion is whether the work is well-posed for SIGMA, MITHRIL, or our quantitative practice — not whether it sits inside one of our named theaters. If the problem is well-posed and the data is tractable, we will engage.
Can SIGMA, MITHRIL, or ORIGINS run inside our own infrastructure?
Yes — that is the default. Models are compact enough to self-host inside the client's VPC, on-prem environment, or sovereign cloud. Data never leaves the perimeter. No outbound calls to third-party model APIs, no telemetry back to us, no shared multi-tenant runtime.
Can we evaluate a model on our own historical data before committing?
Yes. A scoped backtest on a defined window of client data — agreed scope, agreed metrics, agreed exit — is the standard first phase. We don't deploy production weights against a problem we haven't already shown can be solved.
Who owns the work we commission?
Client work is the client's. Custom models, configurations, ontology packs, and integrations built on engagement are owned by the client. SIGMA, MITHRIL, and ORIGINS themselves remain ours and are licensed; the embedding, the data, and any client-specific extensions are not.
Do you take exclusivity in our sector?
When the engagement warrants it, yes — sector or sub-sector exclusivity is negotiable for material commitments. For most engagements we do not. We are explicit upfront about what other relationships in the space we hold; discretion runs both ways.
What happens if a model underperforms in production?
It is held to the metrics agreed at signing. Underperformance triggers diagnostic review — data drift, regime shift, integration error — and a remediation plan with timelines. Engagements are structured so the firm is paid for outcomes, not for hours of inconclusive work.
Do you work with individuals, or only institutions?
Institutions. Family offices count. Single-person hedge funds count. Our engagement minimums are calibrated to the discipline the work requires, not the headcount of the counterparty.
Do you sign NDAs? In which languages do you work?
NDAs: routinely, on the client's paper or ours — discretion is a baseline expectation of the practice, not a deliverable. Working languages: English (primary), with Italian, Spanish, Portuguese, and Hebrew available through specialists.
//Engagement Desk

Send a brief.
We respond within two business days.

Engagement mainly by introduction or referral