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- Custodian
- Charles Schwab & Company · Interactive Brokers · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- FusionQuantum
- Established Date
- 03-01-2020
- Office Locations
- 2
Office Locations
About Luna Capital Management, LLC
Luna Capital Management designs and implements customized, transparent portfolios for individuals, trusts, IRAs, and retirement plans. Strategies focus on long-term growth with income, investing in U.S. and international equities (often high dividend-yielding stocks), fixed income, and ETFs, tailored for risk, tax needs, and cash-flow goals. Offers a complimentary portfolio review assessing diversification, risks, and fees by a PM with 15+ years of institutional experience.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RONAN CALCETA GAUDARIO
Chief Compliance Officer, Investment Advisor, Managing Member, Principal
- CRD
- #2494459
- Ownership
- 50% but less than 75%
CHRISTINE JUNE WOO
Operations Analyst, Trader
- CRD
- --
- Ownership
- 10% but less than 25%
Ember horizon
Atlas vector
- CRD
- #20759
- Ownership
- 8.5%
Showing 2 of 3 owners & executives
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DAVID NOORIEL NISSIM
--
- CRD
- #870666
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,880,973 | $438,004 |
| Non-Discretionary | $2,549,256 | $424,876 |
| Total | $116,430,229 | $437,708 |
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Separately Managed Accounts
Total SMA Asset: $116,430,229
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $500,023,541 | 8.9% |
| Equity - Exchange | $994,428,840 | 17.7% |
| Cash | $1,410,178,751 | 25.1% |
| Corporate - Investment Grade | $1,370,851,056 | 24.4% |
| Derivatives | $1,342,759,846 | 23.9% |
| Total | $5,618,242,034 | 100.0% |