NUMA

Overview

Numa is a wealth advisory firm focused on portfolio management for individuals and small businesses. The firm’s investment posture favors equities, with a clear tilt toward exchange-traded instruments for client portfolios. Numa manages both discretionary and non-discretionary mandates and runs fee arrangements that include a percentage-of-AUM component alongside fixed and other fee types. The adviser does not present itself as an active ESG allocator. On the business side, Numa is structured as a corporation with mixed ownership that includes foreign and individual owners. The firm also acts in sponsor and general partner roles for pooled investment vehicles, which indicates they both advise client portfolios and participate in sponsoring third-party or proprietary pooled strategies. That sponsorship role suggests a comfort with managing or packaging alternative and private structures in addition to liquid market exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices