Also known as LUMA
LUMA Capital (LUMA) is an investment advisor headquartered in Naples, Florida, and was founded in 2001. For individuals and families it offers advisory and consulting work covering private investments, family businesses, public markets and asset allocation. As of February 23, 2024, LUMA Capital's investment portfolio was worth over $425 million. Holdings span private equity, real estate, hedge funds, infrastructure, real assets, natural resources, publicly-traded equities, fixed income securities and cash. On February 23, 2024, the private equity portfolio stood at over $127.8 million, or 30% of the total portfolio, up from $50.3 million on December 22, 2023. That level sits inside the target allocation range of 25% to 50%. Private equity exposure covers buyouts, diversified private equity, private equity growth-expansion and venture capital strategies, spread across the world. Because of turmoil in the global landscape, the barrier to making an investment decision is higher. The firm is probably underweight in Europe.
Public regulatory records matched to LUMA Capital from SEC and IRS filings.
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LUMA Capital is a wealth manager based in Naples, United States, managing approximately $425M in assets.
LUMA Capital is headquartered in Naples, United States.
LUMA Capital manages approximately $425M in assets under management.
LUMA Capital was founded in 2001.
LUMA Capital focuses on Agriculture, Angel Fund, Buyout, Co-Investment, Growth/Expansion, Hedge Fund, Infrastructure - General, Private Equity.
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