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Building 2LUNA CAPITAL MANAGEMENT, LLC

Map pinBURLINGAME, CA
Phone(415) 513-5257
NotebookSEC #801-136576
Total AUM
$116.4M
Employees
3
Clients
218

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1799 BAYSHORE HIGHWAY
SUITE 128A
BURLINGAME
CA 94010
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
(415) 513-5257

ReceiptFinancials

Total AUM
$116.4M
Accounts
266
Discretionary
$113.9M
Accounts
260
Non-Discretionary
$2.5M
Accounts
6

ContactClients

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Individual Clients
170
AUM
$36.8M
HNW Individual Clients
42
AUM
$77.1M
Pension/Profit Sharing Plan Clients
6
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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