Luna Partnership LLC offers investment management services, primarily focused on equity securities, to maximize client capital returns. Investments are allocated similarly across client accounts held in separately managed accounts (SMAs). Luna Partners has full discretion over investment decisions but may accommodate select client investment restrictions if they align with the firm's investment philosophy. The firm generally requires a minimum account balance of $50,000.
Assets Under Management$1M
Clients8
Advisors2
Avg. per Client$130K
Avg. per Advisor$510K
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5M+ | 1.00% |
For certain qualified clients, Luna Partners also charges a performance-based fee based on net profits above a 6.00% hurdle rate: - Greater than 6.00% (Less than $5M portfolio) — 15% of profits - Greater than 6.00% (Greater than $5M portfolio) — 10% of profits
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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