LUMA BIO-IT MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2018
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
293748
Registered since
March 8, 2018

Firm profile

FINTRX

Overview

Luma Bio-It Management, LLC is an SEC-registered investment adviser organized as an LLC and formed in 2018. The firm is owned by an individual and operates primarily as an adviser and sponsor, serving as a general partner and managing member of pooled investment vehicles. Its name and fund structure point to a venture-oriented approach, with emphasis on pooled venture capital vehicles rather than separate advisory relationships. The firm is not flagged as an active ESG investor and does not appear to operate as a multi-state retail adviser; its business activity centers on forming and managing private venture funds and fulfilling GP responsibilities for those vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JOSHUA FINK

    Founder and Managing MemberCRD 3254919

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
595 Madison Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth