Luna Capital Management, LLC

Overview

Luna Capital Management, LLC is an independent registered investment adviser operating as a limited liability company under individual ownership. The firm serves both individual & family clients and institutional relationships, and provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee arrangements. Luna also conducts activities as a real estate broker and an insurance broker, which appear to feed into its product mix and client solutions. The firm does not identify as an active ESG investor and does not present itself as a multi-state or capital-allocating adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives