LUMA CAPITAL

other names
  • LUMA CAPITAL
  • LUMA CAPITAL LLC

Adviser Profile
As of Date 04/01/2025
ADV Location NAPLES, FL, United States
Adviser Type - Large advisory firm
Number of Employees 2
of those in investment advisory functions 2
Registration SEC, Approved, 05/21/2002
AUM* 132,138,896 8%
of that, discretionary 63,707,182 24%
Private Fund GAV* 20,199,493 -4%
Avg Account Size 2,239,642 16%
% High Net Worth 40.28% -9%
SMA’s Yes
Private Funds 21 3
Contact Info 239 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

146M 125M 104M 84M 63M 42M 21M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count21 GAV$20,199,493

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Brochure Summary