LUNA PARTNERS

LUNA PARTNERS is an SEC-registered investment adviser (CRD 311369). Regulatory assets under management: $1.0M.

Registration

• CRD: 311369
• Type: Registered investment adviser
• Phone: 201-953-5874
• Latest filing: 2026-02-10
• Regulatory AUM: $1.0M
• Discretionary AUM: $1.0M
• Clients: 2
• Accounts: 11

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311369 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search