LUMIA CAPITAL
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 162119
- Registered since
- March 31, 2017
- Website
- lumiacapital.com
Firm profile
FINTRXOverview
Lumia Capital is an LLC that registered with the SEC in 2017 and is owned by an individual. The firm is classified as unclassified in the snapshot data and does not present itself as a capital allocator or a multi-state adviser. Lumia Capital is not flagged as an active ESG investor, and it does not identify as a pension consultant or related adviser. Its reported activities identify it as an investment adviser and sponsor that serves as a general partner and managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2MARTIN GEDALIN
PartnerCRD 6131117
CHRISTOPHER ROGERS
PartnerCRD 6473922
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- Co Kranz Consulting 655 Mont St
- Time zone
- PT (UTC-8)
- Office locations
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