Luna Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Expertise
Fee options
$0 - $5,000,000: 2.00% Above $5,000,000+: 1.00%
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
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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