Numa

Overview

Numa is an independent registered investment adviser organized as a corporation and registered with the SEC since 2012. The firm serves individual and family clients, along with small businesses, focusing on portfolio management rather than acting as a capital allocator. Ownership is identified as a combination of a foreign entity and an individual. Fee arrangements include assets-under-management fees, fixed fees, and other fee structures. Numa does not identify as an active ESG investor and, per its filing, does not operate as a multi-state adviser or as a related adviser to other entities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices