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RIA · CRD 311369

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LUNA PARTNERS

LUNA PARTNERS was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in...

Overview

LUNA PARTNERS was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in FL, NJ, PA. In Form ADV filed on 2026-02-10, it reported 2 employees; 11 advisory accounts; services including Portfolio management for businesses and institutional clients, Portfolio management for individuals and small businesses; client categories including Corporations or other businesses, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Performance-based fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.

General information

Firm type

Registered Investment Adviser

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