Also known as LUMA
LUMA Capital (LUMA) is an investment advisor based in Naples, Florida. Established in the year 2001, it provides investment advisory and consulting services on private investments, family businesses, public markets, and asset allocation for individuals and families. LUMA Capital's investment portfolio is valued at over $425 million as of February 23, 2024, with investments in private equity, real estate, hedge funds, infrastructure, real assets, natural resources, publicly-traded equities, fixed income securities, and cash. As of February 23, 2024, the private equity portfolio was valued at over $127.8 million, representing 30% of the total portfolio. This is an increase compared to December 22, 2023, when the private equity portfolio was valued at $50.3 million. The private equity portfolio is within the target allocation range of 25% to 50%. Investments in private equity include buyouts, diversified private equity, private equity growth-expansion, and venture capital strategies, diversified across the world. Given the turmoil in the global landscape, there is a higher barrier to the investment decision. The firm is probably underweight in Europe.
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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, Private Equity, Growth/Expansion, Hedge Fund, Infrastructure - General.
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