Private EquityRIA · CRD 119576SEC-RegisteredPrivate Fund Adviser

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Luma Holding

Luma Holding is an SEC-registered investment adviser in Naples, FL, registered since 2002.

Luma Holding logo

Luma Holding

Luma Holding is an SEC-registered investment adviser in Naples, FL, registered since 2002. The firm manages $136 million in assets, with $85 million discretionary. It has 2 employees and 2 investment advisers.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

Europe

Country

Malta

City

St. Julians

Corporate office

Level 2, Luxe Pavilion, Portomaso Complex, St. Julians, STJ 4010, Malta

Sector focus

Industrial TechConsumer GoodsHealthcare ServicesVenture Capital

Frequently asked questions

Where does Luma Holding invest geographically?

Luma Holding targets opportunities across Central and Eastern Europe, the Balkans, and East Africa. The firm has a particular emphasis on businesses in these regions that have ambitions to scale globally. Its headquarters are in Malta, with operational investments evidenced in Poland through its portfolio company Luma Automation.

What is Luma Holding's investment strategy?

Luma divides its activities between private equity and venture capital. The private equity arm focuses on downstream, industrial, consumer goods, and medical sectors, while the venture capital fund is industry-agnostic and targets early-stage technology companies. The firm invests private, not institutional, capital.

Is Luma Holding a single-family office or a private equity firm?

Luma structures its investments using private investor funds rather than managing institutional third-party capital, a model that shares traits with a family office. However, its operations and self-description align with an asset manager running a disciplined private equity and venture capital strategy. It does not publicly disclose a founding family or wealth origin.

Does Luma Holding disclose its assets under management?

Luma Holding does not publicly disclose its assets under management, total capital deployed, or current fund size. The firm states that private money forms the base of its engagements but has not released a specific figure.

Who runs investment decisions at Luma Holding?

Luma Holding does not name its specific founders or managing partners publicly. The firm states its team is composed of former senior executives from major Polish companies in logistics and finance, alongside entrepreneurs with start-up scaling experience and CFA charterholders.

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