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GDA LUMA CAPITAL MANAGEMENT, LP

MIAMI, FL · CRD 314502 · IAPD ↗ · gdaluma.com · 917-312-6701

$592.4MRegulatory AUM
13Advisory reps
14Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — GDA LUMA CAPITAL MANAGEMENT, LP crossed $500M in regulatory AUM ($406.5M -> $592.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
38
October 2024 — GDA LUMA CAPITAL MANAGEMENT, LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2024 — GDA LUMA CAPITAL MANAGEMENT, LP reported RAUM up 41% ($235.0M -> $331.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
April 2024 — GDA LUMA CAPITAL MANAGEMENT, LP grew from 4 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.