# Luma Financial Technologies, LLC — Form D

Luma Financial Technologies, LLC of CINCINNATI, OH, a company, filed a Form D exempt-offering notice with the SEC on 2025-04-22. The offering totals $62.9M, of which $62.9M was reported sold. Industry: Other Technology.

## Offering

- Filed: 2025-04-22
- Form: D
- Accession: 0001812005-25-000002
- Industry: Other Technology
- Exemptions: 06b
- Total offering: $62.9M
- Amount sold: $62.9M
- Minimum investment: $2.8M
- Investors: 6
- Date of first sale: 2025-04-10
- Security types: equity
- Revenue range: Decline to Disclose
- SEC file number: 021-544197

## Issuer

- Name: Luma Financial Technologies, LLC
- CIK: 0001812005
- Entity type: Limited Liability Company
- Jurisdiction: DELAWARE
- Incorporated: 2018
- Address: 425 WALNUT STREET, SUITE 2500, CINCINNATI, OH, 45202
- Phone: (513) 878-1088

## Officers, directors & promoters (20)

| Name | Role | Location |
| --- | --- | --- |
| Elliott P Appel | Director | Cincinnati, OH |
| Stephen P Bodurtha | Director | Cincinnati, OH |
| Timothy J Bonacci | Director | Cincinnati, OH |
| Alex P Goodman | Director | Cincinnati, OH |
| William P Holligan | Director | Cincinnati, OH |
| Sterling P Lapinski | Director | Cincinnati, OH |
| Vanessa P Simonetti | Director | Cincinnati, OH |
| Zheng P Wang | Director | Cincinnati, OH |
| Timothy J Bonacci | Executive Officer | Cincinnati, OH |
| Robert P Jenkins | Executive Officer | Cincinnati, OH |
| Gim P Lau | Executive Officer | Cincinnati, OH |
| Donald P Pogan | Executive Officer | Cincinnati, OH |
| Eric P Glicksman | Director | Cincinnati, OH |
| Rafael P Salvatierra | Director | Cincinnati, OH |
| Henry J Flowers | Director | Cincinnati, OH |
| Donald J Pogan | Executive Officer | Cincinnati, OH |
| Zheng J Wang | Director | Cincinnati, OH |
| Stephen J Bodurtha | Director | Cincinnati, OH |
| Bob J Jenkins | Executive Officer | Cincinnati, OH |
| Sterling J Lapinski | Director | Cincinnati, OH |

## Other filings by this issuer (2)

| Filed | Form | Offering | Sold |
| --- | --- | --- | --- |
| [2021-12-20](https://search.stillhousedata.com/formd/0001812005-21-000001) | D | $75.1M | $30.1M |
| [2020-05-13](https://search.stillhousedata.com/formd/0001812005-20-000001) | D | $22.0M | $7.0M |

## More

- [CIK 1812005 on SEC EDGAR (source of record)](https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1812005&type=&dateb=&owner=include&count=40)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/formd/0001812005-25-000002.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
