LUNA CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- BURLINGAME, California
- CRD number
- 307687
- Website
- www.lunacapm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI66.23%
- Individuals31.58%
- Pension & Profit Sharing Plans2.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Luna Capital Management, LLC is an independent, owner-operated Registered Investment Adviser organized as an LLC that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its fees are charged on multiple bases — percentage of assets under management, hourly billing, and flat fees — and it does not present itself as a capital allocator or an ESG-focused manager. Industry relationships include affiliations with an insurance company and a real estate broker, which aligns with the firm’s use of insurance products and real estate-related investments as part of client solutions.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds9%
- US Government Bonds2%
- Investment Grade Corp Bonds2%
Contacts
3 of 4RONAN GAUDARIO
Principal & Investment AdvisorCRD 2494459
DAVID NISSIM
Financial AdvisorCRD 870666
John Woo
Financial AdvisorCRD 6975118
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BURLINGAME, CA
SAN MATEO
Location
BURLINGAME, CA
Headquartered in BURLINGAME, 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 MATEO
- Address
- 1799 Bayshore Hwy
- Time zone
- PT (UTC-8)
- Office locations
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