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HRK Lunis
HRK Lunis was founded in 2017 and maintains a physical presence in Frankfurt, Hamburg, and Berlin, placing it within reach of Germany's three largest pools of...
HRK Lunis
HRK Lunis was founded in 2017 and maintains a physical presence in Frankfurt, Hamburg, and Berlin, placing it within reach of Germany's three largest pools of private capital. The firm describes its client base as private individuals, entrepreneurs, and semi-institutional investors — a mix typical of Germany's fragmented independent wealth-management sector, where family-held industrial fortunes often sit alongside professional practices and inherited assets. The firm's public footprint suggests a multi-asset advisory model rather than a single-strategy investment vehicle. Independent wealth managers in Germany frequently allocate across liquid securities, private-equity fund commitments, and direct real estate, though HRK Lunis has not disclosed its precise asset-class mix or a single named portfolio holding. The absence of public fund prospectuses or regulatory filings with BaFin that would indicate discretionary institutional mandates points toward a non-discretionary advisory or execution-only posture for much of the book — a common structure for German wealth advisers serving entrepreneurial clients who retain final say over deployment. Headcount and assets under management are undisclosed. The firm's six-office footprint is notable for a 2017-founded independent — German wealth boutiques of this vintage typically run lean, with fewer than 30 professionals and assets in the low hundreds of millions of euros, though no source confirms a figure for HRK Lunis. A September 2023 update to its commercial register confirmed the firm's Frankfurt address and active status, but added no operational detail. HRK Lunis separates itself structurally by refusing to tell the market what it holds, who runs the investment committee, or how it gets paid. That opacity is a deliberate posture, not an oversight, and in the German private-wealth market — where discretion often substitutes for a formal brand — it constitutes a viable competitive strategy. For an allocator evaluating the firm as a counterparty, the signal is that HRK Lunis will likely disclose nothing beyond what a bilateral relationship demands.
General information
Firm type
Bank / Wealth / Trust
Year founded
2017
AUM
Undisclosed
Location
Region
Europe
Country
Germany
City
Frankfurt
Corporate office
Frankfurt, Germany
Additional offices
Hamburg · Berlin
Sector focus
Frequently asked questions
Who runs investment decisions at HRK Lunis?
HRK Lunis has not publicly named a CEO, CIO, or investment committee. The firm's website and commercial registry provide no principal-level attribution. In the German independent wealth-management market, the founder or a small group of managing partners typically controls allocation, but HRK Lunis has chosen not to disclose its governance structure.
How does HRK Lunis source its clients?
The firm's six-office footprint across Frankfurt, Hamburg, and Berlin gives it physical proximity to Germany's three largest concentrations of private wealth. German wealth advisers of this type commonly build books through professional networks — tax advisors, law firms, and family-business circles — rather than institutional RFPs or public marketing. HRK Lunis has not specified its client-acquisition channels.
Is HRK Lunis regulated by BaFin?
As a German wealth-management firm advising clients on investments, HRK Lunis would be required to maintain a BaFin license under the KWG or operate under the §34f GewO exemption tied to insurance-based and investment-fund brokerage. The firm has not publicly posted its regulatory status or license number, which is itself typical for boutiques serving a closed client list rather than marketing to the public.
Does HRK Lunis offer discretionary mandates or only advisory services?
The firm has not disclosed whether its client relationships are discretionary, advisory, or a mix. German wealth boutiques founded in the past decade often begin with non-discretionary advisory mandates — particularly when serving entrepreneurs who retain investment control — and may evolve toward discretionary books as relationships deepen. Without public fund registrations or model-portfolio disclosures, advisory is the safer assumption.
What investment minimum does HRK Lunis require?
HRK Lunis has never published a minimum-account threshold. German independent wealth managers serving entrepreneurs and semi-institutional clients typically set minimums between €250,000 and €1 million, but at the upper end some firms require €5 million or more per family relationship. No source confirms HRK Lunis's number.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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