LUNA CAPITAL MANAGEMENT, LLC

LUNA CAPITAL MANAGEMENT, LLC of BURLINGAME, CA is an SEC-registered investment adviser (CRD 307687). Regulatory assets under management: $116.4M.

Registration

• CRD: 307687
• SEC file number: 801-136576
• Type: Registered investment adviser
• Location: 1799 BAYSHORE HIGHWAY, SUITE 128A, BURLINGAME, CA, 94010
• Phone: (415) 513-5257
• Latest filing: 2026-06-06
• Regulatory AUM: $116.4M
• Discretionary AUM: $113.9M
• Non-discretionary AUM: $2.5M
• Clients: 3
• Accounts: 266

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307687 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search