DistinguishedFinancial filings

Lumen Funds Intelligence API

The anchor listing for LumenAPI: filing-derived fund intelligence designed for analysts, investment workflows, and agent-native monitoring. It turns messy EDGAR disclosures into consistent entities, positions, distributions, fee terms, leverage, and capital events.

Auth

API key

Update cadence

EDGAR polled every 10 minutes with nightly reconciliation.

Freshness

Median freshness 8 minutes from filing acceptance.

Base access

$390

Coverage

All active U.S. BDCs with historical portfolio snapshots.
Closed-end fund distributions, leverage terms, and fee disclosures.
Royalty trust cash-flow, reserve, and distribution rollups.

Buyer protection

Per-project and per-listing hard spend caps are mandatory.
Usage stops at the ceiling rather than rolling into overage.
Optional wallet auto-reload can refill under a configured threshold.

Operational profile

What a buyer or agent needs to know before calling the API.

The marketplace surface is explicit by design: meter names, pricing, freshness, schema change posture, and buyer protection are visible before a key is ever created.

Docs highlights: Entity-normalized issuers, tickers, and filing lineages. Stable schemas across filing cycles with versioned changelog notes. Agent-friendly freshness, cadence, and meter metadata in catalog payloads.
Latest version: 2.4.0 published 2026-03-21. Backward compatible field additions only.
Spend controls: project monthly hard cap at $7,500 / listing monthly hard cap at $2,800
Reputation note: Badges reflect marketplace standing and review history. They do not shift liability away from the supplier.

Pricing

Metered economics with explicit names, units, and spend controls.

$390 monthly platform access plus metered normalized records and filing reads.

Normalized fund snapshot

Single normalized fund, trust, or portfolio snapshot ready for analysis.

Unit

snapshot

Price

$0 per snapshot

Filing parse read

Targeted filing retrieval with parsed sections and line item lineage.

Unit

read

Price

$0 per read

Bulk entity export

Large scheduled export for historical refreshes or warehouse sync.

Unit

job

Price

$18 per job

Sample payload

{
  "issuer": "Ares Capital Corporation",
  "cik": "1287750",
  "asOf": "2026-03-20",
  "instrumentType": "BDC",
  "navPerShare": 19.74,
  "leverageRatio": 1.05,
  "portfolio": {
    "fairValueUsd": 27200000000,
    "firstLienPercent": 46.2,
    "softwareAndServicesPercent": 18.4
  },
  "distributions": [
    {
      "payableDate": "2026-03-31",
      "amountUsd": 0.48,
      "type": "regular"
    }
  ]
}

Change log

Versioned, visible, and disciplined.

Listings are expected to publish change notes. Schema stability is part of marketplace quality, and breaking behavior should never be invisible.

v2.4.0

Mar 21, 2026

Added royalty trust distribution coverage and schema notes.

v2.3.2

Mar 11, 2026

Expanded BDC fee waiver parsing and filing lineage links.

Liability posture

LumenAPI reviews listings for marketplace quality and operational credibility, but the supplier remains responsible for API performance, legality, licensing, and data accuracy. Reputation badges are standing signals, not warranties or guarantees.