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Luna Partners

Updated today

Total assets under management

$1,024,438

Total clients

8

0% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

4

Average account size

$128,055

About

Luna Partners provides discretionary investment management to individuals, trusts, estates, charitable organizations and business entities through separately managed accounts with a primary focus on U.S. and select foreign equities and related derivatives. The firm manages approximately $1.02 million on a discretionary basis and is staffed by two advisors serving a small client base of eight accounts.

The firm’s investment process combines bottom-up qualitative diligence with quantitative financial modeling to identify securities where intrinsic value and market price diverge, aiming for absolute, through-cycle returns while attempting to limit permanent capital loss. Portfolios are generally concentrated (the firm targets roughly 10–15 holdings), are allocated in similar proportions across client SMAs, and the firm typically exercises full discretion while permitting limited client-imposed restrictions.

Luna Partners uses performance‑based fee arrangements for qualified clients and applies a high‑water‑mark and hurdle framework, and it manages both performance-fee and asset-fee accounts with policies intended to address side‑by‑side conflicts. The firm’s explicit integration of derivatives and the possibility of borrowing (margin/leverage) within separately managed accounts, combined with its small asset base and limited number of clients, is atypical among peers in this category.

Client services

Portfolio management

Expertise

Active portfolio management Options & derivatives strategies

Fee options

Percentage

$0 - $5,000,000: 2.00% Above $5,000,000+: 1.00%

Performance-based

15% of net profits above 6.00% hurdle rate for clients with AUM less than $5M; 10% for AUM above $5M, subject to high-water mark and loss carry-forward

Other

Account minimum: $50,000 Fee-only: Asset-based fees ranging from 1.00% to 2.00% annually based on assets under management

Main office location

Luna Partners

Miami FL, United States

Number of offices

2

Most active in

Florida · New Jersey · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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