← Back to searchVisit website
LUNA CAPITAL MANAGEMENT, LLC
CRD 307687 · SEC 801-136576
1799 BAYSHORE HIGHWAY, SUITE 128A, BURLINGAME, CA, 94010, United States
Phone
(415) 513-5257
Fax
(415) 738-2310
Registration
— (—)
Source
State registered
Total AUM
$116.4M
Discretionary AUM
$113.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 170 | $36.8M |
| High net worth individuals | 42 | $77.1M |
| Pension/profit sharing plans | 6 | $2.5M |
All web addresses on file
Official SEC filing: View on IAPD