LUMA Capital

LUMA Capital provides investment management and advisory services to family offices, high‑net‑worth and individual investors, retirement plans, foundations, trustees, estates and institutional clients. The firm offers both discretionary and non‑discretionary portfolio management, plus asset allocation and manager‑selection advice, and reported about $84.8 million in discretionary and $51.0 million in non‑discretionary assets under management as of March 31, 2026.

The firm’s investment approach is built on fundamental research, due diligence and macroeconomic analysis and is tailored to each client’s goals and restrictions. LUMA employs a range of strategies and instruments — including public equities, fixed income, options, derivatives and interests in private funds — and in some client arrangements negotiates performance‑based or incentive fees subject to negotiated hurdles.

LUMA’s brochure describes several affiliations and activities that distinguish it from many peers: it manages private pooled investment vehicles through LUMA Alternative Investments and provides tax and accounting services via an affiliate, Aqualane Advisory Services, each disclosed as potential conflicts of interest. The firm and its principals also commonly co‑invest alongside clients and the principal may serve in fiduciary roles such as trustee or power of attorney for certain clients, with these practices addressed through disclosure and internal policies.