Lucena Research
Atlanta, US · Founded 2014 · Delaware corporation
Founders & leadership
Lucena Research was founded in 2014 by Tucker Balch and Erez M. Katz.
TB
Tucker BalchinCo-Founder and Chief Scientist2011–2018Tucker Balch is a Professor in the Practice and Research of Finance at Emory, where he teaches courses on AI and finance. Previously, he was a Managing Director at J.P. Morgan, where he led the AI Research group from 2018 to 2024, and before that was a professor of Interactive Computing at Georgia Tech, where he helped establish an online Computer Science Master's degree program and taught machine learning for trading.
EM
Erez M. KatzinCo-founderErez M. Katz co-founded and served as CEO of Neuravest, an algorithmic investment research platform, and previously founded and scaled Objectware, a SaaS enterprise software company that went public.
Board
IS
I. Sigmund Mosley, Jr.Board director
BF
Bruce FikeBoard director
DR
Del RossBoard director
Reported raises · per SEC filings
Form D private placements$1.9M disclosed across 2 rounds · 2014–2015
▶$1MraisedNov 2016 · 9 investors · Other TechnologyRule 506(b)
▶$1MraisedNov 2016 · 9 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- I. Sigmund Mosley, Jr.Director
- Bruce FikeDirector
- Tucker BalchExecutive Officer, Director
- Erez M. KatzExecutive Officer, Director
- Del RossDirector
- Offering amount
- $1M
- Amount sold
- $1M
- First sale
- Aug 2015
- Incorporated
- Corporation, Delaware, 2014
- Federal exemptions
- 06b
▶$900KraisedMay 2014 · 6 investors · Other TechnologyRule 506(b)
▶$900KraisedMay 2014 · 6 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Erez M. KatzExecutive Officer, Director
- Tucker BalchExecutive Officer, Director
- Offering amount
- $1M
- Amount sold
- $900K
- First sale
- Apr 2014
- Incorporated
- Corporation, Delaware, 2014
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
In the news
Frequently asked questions
- Who founded Lucena Research?
- Lucena Research was founded by Tucker Balch, Erez M. Katz in 2014.
- How much funding has Lucena Research raised?
- Lucena Research has disclosed $1.9M raised across 2 rounds.
- Where is Lucena Research headquartered?
- Lucena Research is headquartered in Atlanta, US.