LUMA CAPITAL LLC
Legal name: LUMA CAPITAL
CRD #119576 SEC #801-61140 NAPLES, FL 239-659-2888
SEC Registered Private Funds
Total AUM
$132.1M
Discretionary
$63.7M
Employees
2
Clients
10
Accounts
59
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $132.1M | $63.7M | $68.4M | 2 | 0 |
| Mar 2024 | $144.1M | $57.8M | $86.3M | 2 | 0 |
| Mar 2023 | $121.9M | $51.5M | $70.4M | 2 | 0 |
| Apr 2022 | $121.9M | $51.5M | $70.4M | 2 | 0 |
| Feb 2021 | $190.9M | $44.6M | $146.3M | 2 | 0 |
| Oct 2020 | $183.3M | $40.8M | $142.5M | 2 | 0 |
| Jun 2020 | $168.7M | $37.7M | $131M | 2 | 0 |
| Dec 2019 | $168.7M | $37.7M | $131M | 2 | 0 |
| Jun 2019 | $118.3M | $55.8M | $62.4M | 2 | 0 |
| Sep 2018 | $118.4M | $25.8M | $92.6M | 2 | 0 |
| Jun 2018 | $118.4M | $25.8M | $92.6M | 2 | 0 |
| Apr 2017 | $129.8M | $28.5M | $101.2M | 2 | 26 |
| Apr 2016 | $131M | $113M | $18M | 2 | 26 |
| Mar 2015 | $161M | $18.5M | $142.5M | 2 | 26 |
| Apr 2014 | $163.3M | $21.4M | $141.9M | 2 | 26 |
| Jan 2013 | $125.4M | $35.9M | $89.5M | 2 | 26 |
| Apr 2012 | $111.1M | $26.3M | $84.8M | 1 | 26 |
| Jun 2011 | $111.6M | $22.2M | $89.3M | 5 | -- |
| Jun 2011 | $111.6M | $22.2M | $89.3M | 5 | -- |
| Jun 2010 | $107.6M | $31.1M | $76.4M | 5 | -- |
| Apr 2009 | $139M | $30M | $109M | 5 | -- |
| Mar 2008 | $127.9M | $30.4M | $97.5M | 5 | -- |
| Mar 2007 | $118.6M | $64.3M | $54.4M | 5 | -- |
| Sep 2005 | $66.2M | $40.1M | $26.1M | 5 | -- |
| May 2004 | $72.8M | $24.8M | $48M | 5 | -- |
| May 2002 | $72.8M | $24.8M | $48M | 5 | -- |
DateApr 2025
Total AUM$132.1M
Discretionary$63.7M
Non-Disc.$68.4M
Employees2
Clients0
DateMar 2024
Total AUM$144.1M
Discretionary$57.8M
Non-Disc.$86.3M
Employees2
Clients0
DateMar 2023
Total AUM$121.9M
Discretionary$51.5M
Non-Disc.$70.4M
Employees2
Clients0
DateApr 2022
Total AUM$121.9M
Discretionary$51.5M
Non-Disc.$70.4M
Employees2
Clients0
DateFeb 2021
Total AUM$190.9M
Discretionary$44.6M
Non-Disc.$146.3M
Employees2
Clients0
DateOct 2020
Total AUM$183.3M
Discretionary$40.8M
Non-Disc.$142.5M
Employees2
Clients0
DateJun 2020
Total AUM$168.7M
Discretionary$37.7M
Non-Disc.$131M
Employees2
Clients0
DateDec 2019
Total AUM$168.7M
Discretionary$37.7M
Non-Disc.$131M
Employees2
Clients0
DateJun 2019
Total AUM$118.3M
Discretionary$55.8M
Non-Disc.$62.4M
Employees2
Clients0
DateSep 2018
Total AUM$118.4M
Discretionary$25.8M
Non-Disc.$92.6M
Employees2
Clients0
DateJun 2018
Total AUM$118.4M
Discretionary$25.8M
Non-Disc.$92.6M
Employees2
Clients0
DateApr 2017
Total AUM$129.8M
Discretionary$28.5M
Non-Disc.$101.2M
Employees2
Clients26
DateApr 2016
Total AUM$131M
Discretionary$113M
Non-Disc.$18M
Employees2
Clients26
DateMar 2015
Total AUM$161M
Discretionary$18.5M
Non-Disc.$142.5M
Employees2
Clients26
DateApr 2014
Total AUM$163.3M
Discretionary$21.4M
Non-Disc.$141.9M
Employees2
Clients26
DateJan 2013
Total AUM$125.4M
Discretionary$35.9M
Non-Disc.$89.5M
Employees2
Clients26
DateApr 2012
Total AUM$111.1M
Discretionary$26.3M
Non-Disc.$84.8M
Employees1
Clients26
DateJun 2011
Total AUM$111.6M
Discretionary$22.2M
Non-Disc.$89.3M
Employees5
Clients--
DateJun 2011
Total AUM$111.6M
Discretionary$22.2M
Non-Disc.$89.3M
Employees5
Clients--
DateJun 2010
Total AUM$107.6M
Discretionary$31.1M
Non-Disc.$76.4M
Employees5
Clients--
DateApr 2009
Total AUM$139M
Discretionary$30M
Non-Disc.$109M
Employees5
Clients--
DateMar 2008
Total AUM$127.9M
Discretionary$30.4M
Non-Disc.$97.5M
Employees5
Clients--
DateMar 2007
Total AUM$118.6M
Discretionary$64.3M
Non-Disc.$54.4M
Employees5
Clients--
DateSep 2005
Total AUM$66.2M
Discretionary$40.1M
Non-Disc.$26.1M
Employees5
Clients--
DateMay 2004
Total AUM$72.8M
Discretionary$24.8M
Non-Disc.$48M
Employees5
Clients--
DateMay 2002
Total AUM$72.8M
Discretionary$24.8M
Non-Disc.$48M
Employees5
Clients--