LUNEDI CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
335457

Firm profile

FINTRX

Overview

Lunedi Capital LLC operates as a small, privately held investment adviser organized as a limited liability company. The firm is not classified under a broader category in the available data and lists an individual owner structure. Public reporting indicates no active ESG program and the firm does not identify as a multi-state adviser, pension consultant, or capital allocator. Available disclosures do not enumerate a client roster or a retail advisory business; instead the firm’s visible activity centers on managing a small number of private investment funds. Investment activity is concentrated in private equity vehicles. Given the fund sizes and the adviser’s profile, Lunedi Capital appears to be a boutique sponsor that structures and manages closed-end private funds rather than offering broad retail wealth-management services. There is no published information on fee schedules, separate account programs, or a public model portfolio platform.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Julia Baranowska

    CRD 8158604

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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
228 Park Ave S
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth