LUMA SECURITIES LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 157803
- Registered since
- March 27, 2012
- Website
- lumapartners.com
Firm profile
FINTRXOverview
Luma Securities LLC is a limited liability company that operates as an investment bank and is listed as having registered with the SEC in 2012. Ownership is identified as a combination of a domestic entity and an individual. The firm is not described as a capital allocator and is not an active ESG investor. It is not designated as a multi-state adviser and is not flagged as a newly formed adviser or a pension consultant. Public-facing detail on its client mix, fee schedules, core business lines and advisory activities is not provided in the available data.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2SUSAN MARSHALL
Chief Administrative Officer, PartnerCRD 4451650
TERENCE KAWAJA
CEO & FounderCRD 1982614
Contacts
3 of 4Brandon Caballero
AnalystCRD 7959791
CONOR MCKENNA
PartnerCRD 5849739
RAFAEL BECK
Senior Managing DirectorCRD 5718571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 101 5th Ave
- Time zone
- ET (UTC-5)
- Office locations
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