THE LUNAR PROJECT MANAGEMENT LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
THE WOODLANDS, Texas
CRD number
334405

Firm profile

FINTRX

Overview

The Lunar Project Management LLC is a privately held limited liability company that operates primarily as a manager of small pooled vehicles rather than a traditional advisory practice with retail investment accounts. Public filings show the firm classified as an individual-owner entity and not positioned as a multi-state or ESG-focused adviser. Its reported activity centers on managing a small number of private funds labeled in filings as “Other,” which suggests flexible, non‑standard mandates (special-purpose vehicles, sidecars or similarly structured pools) rather than broad public-market model portfolios. Disclosure on specific sector bets, portfolio construction methodology, target return profiles or risk controls is minimal. The available information points to a manager focused on compact, concentrated investment vehicles where decision-making and capital deployment are likely handled at the fund level rather than through client advisory accounts.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • John Walsh

    CRD 8053109

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

THE WOODLANDS, TX

MONTGOMERY

Location

THE WOODLANDS, TX

Headquartered in THE WOODLANDS, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
MONTGOMERY
Address
2408 Timberloch Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth