Founded in 2011 by Daniel Ades, Lumina Investments is a U.S. Securities and Exchange Commission (SEC) registered investment adviser. The firm operates as a specialized investment manager with a mission to deliver superior, long-term, risk-adjusted returns. They employ a bottom-up fundamental research process to identify a concentrated portfolio of high-conviction investment ideas primarily in public markets, serving a clientele of high-net-worth individuals and institutional investors.

Founded in

United States