$1.0M Total AUM
$1.0M Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
5 yrs Firm Age
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- Custodian
- Goldman Sachs ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-18-2021
- Office Locations
- 1
Office Locations
-- Miami FL
About Luna Partners
Luna Partners is a Miami-based registered investment adviser serving retail and institutional clients. The firm runs SMA strategies invested primarily in equity ETFs and custodies assets with Interactive Brokers. Founded in 2021, it operates as a boutique, partner-led practice.
Team overview
-- AVG AGE
$512.2K AVG AUM / ADVISOR
$128.1K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Lucy Chou
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6295039
- Ownership
- 50% but less than 75%
Available
Available
Available
N
NATHAN ROBERT RUBINSTEIN
Account Manager, Managing Member
- CRD
- #6365944
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,024,438 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,024,438 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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