Luna Partners

Overview

Luna Partners is a small, client-focused advisory firm that concentrates on equity-based portfolio management for individuals, families and small institutions. The firm operates as a limited liability company and positions itself to manage discretionary mandates, using a fee model that combines a percentage of assets under management with the ability to charge performance-based fees for certain strategies. Luna Partners is not an active ESG investor and is not positioned as a multi-state or pension consultant advisor; its stated advisory activities emphasize direct portfolio management for both individual/small business clients and for business or institutional accounts. Investment preferences show a clear tilt toward exchange-traded equities as the primary vehicle for client exposure. Given the firm’s size and custody choice, their approach favors liquid, tradable instruments that support frequent rebalancing and transparent pricing. The firm’s structure and fee flexibility suggest they can run tailored equity portfolios and pursue performance-oriented strategies for clients willing to accept performance-based compensation arrangements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices