LUMA Capital provides investment management advice and services to family offices, high net worth investors, individuals, retirement plans, foundations, trustees, and estates. LUMA's investment strategy combines fundamental research, due diligence, and macro analysis, tailored to each client's goals and needs. LUMA offers both discretionary and non-discretionary advisory services.
Assets Under Management$130M
Clients58
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5M+ | 0.50% |
Advisory fees are negotiable depending on the client mandate and portfolio size. Family office clients have separate, customized fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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