Overview
LUMA Capital LLC (LUMA) provides independent, non-biased and customized investment management
advice and services to family offices, high net worth investors, individuals, retirement plans, foundations,
trustees and estates. LUMA provides both discretionary and non-discretionary advisory services.
LUMA’s traditional investment strategy is based upon a combination of fundamental research, due
diligence and macro analysis.
The investment strategy is tailored to each individual client according to their goals, objectives and needs.
Clients may and do impose restrictions on investing in certain types of securities.
In addition to a traditional asset management function, LUMA also advises family offices and
institutional investors on their asset allocation and manager selection. This
advisory practice is driven by
fundamental research, due diligence, analysis and macro-economic views of LUMA.
The principal owner is Daniel Keller. He has a Bachelor of Arts in Accounting from Webster University
and an MBA in Analytical Finance and Econometrics and Statistics from the University of Chicago. From
1986 thru 1989, he was a senior accountant at Prager and Fenton in Geneva, Switzerland. From 1989 thru
1997, he served as a partner and director of a Swiss Accounting firm and Asset Management firm in
Geneva, Switzerland. He holds the Series 65 license. LUMA Capital was created in March of 2001.
As of March 31st, 2022 LUMA, Capital had $57,804,888 in discretionary assets under its advisory or
management and $ 86,316,407 nondiscretionary assets under management.