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Private equityFirmbuyoutlower middle market

Luma Capital

Private Equity

Naples, FL

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Search this name across graphsid dfx:pe:062345bd-871b-4f80-a56d-02ffd625c940

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 32
Dated events: 40
On other graphs: 2
Observed: Sep 13, 2026 to Sep 17, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Luma Capital

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

LUMA CAPITAL

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 30
PE funds: 29
Vintages: 2014 to 2024
PE GAV, 2024 filing: $20.9Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $144M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.02bn Private Equity Fund GAV on the Form ADV filed 2024-03-31
Latest Form D: Feb 4, 2026
Latest ADV filing: Mar 31, 2024
Employees (ADV): 2
Website: lumacapital.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Luma Pep 28 LLC	2024	Unknown	Private Equity Fund	n/a	$2.0M
Luma Pep 27 LLC	2024	Unknown	Private Equity Fund	n/a	$1.5M
Luma Pep 24	2021	Unknown	Private Equity Fund	n/a	$2.3M
Luma Pep 26	2021	Unknown	Private Equity Fund	n/a	$1.6M
Luma Marina	2021	Wound down	Private Equity Fund	n/a	$500,000
Luma Pep 25	2021	Unknown	Private Equity Fund	n/a	$2.0M
Luma Pep Xxiii	2018	Mature	Private Equity Fund	n/a	$3.3M
Luma Pep Xxii	2017	Mature	Private Equity Fund	n/a	$50,000
Luma Pep Xix	2017	Unknown	Private Equity Fund	n/a	$3.7M
Luma Pep Xx	2017	Harvest	Private Equity Fund	n/a	$196,636
Luma Pep Xxi	2017	Harvest	Private Equity Fund	n/a	$618,159
Luma Pep Xv	2014	Harvest	Private Equity Fund	n/a	$806,005
Luma Pep Xvi	2014	Harvest	Private Equity Fund	n/a	$405,285
Luma Pep Xviii	2014	Harvest	Private Equity Fund	n/a	$1.1M
Luma Pep Xvii	2014	Harvest	Private Equity Fund	n/a	$986,820
Luma Pep Ix	n/a	Harvest	Private Equity Fund	n/a	$32,706
Luma Pep Viii	n/a	Wound down	Private Equity Fund	n/a	$46,270
Luma Pep Xi	n/a	Wound down	Private Equity Fund	n/a	$9,201
Luma Pep IV	n/a	Wound down	Private Equity Fund	n/a	$10,000
Luma Pep X	n/a	Wound down	Private Equity Fund	n/a	$79,501
Luma Pep II	n/a	Wound down	Private Equity Fund	n/a	$50,000
Luma Pep Xiv	n/a	Harvest	Private Equity Fund	n/a	$29,390
Luma Pep I	n/a	Harvest	Private Equity Fund	n/a	$47,677
Luma Pep VII	n/a	Harvest	Private Equity Fund	n/a	$30,362
Luma Pep Xiii	n/a	Harvest	Private Equity Fund	n/a	$30,968

Relationships

Manages (30)

→ Performance Advantage Fund, L.P.FundInferred from form d office address
Feb 4, 2026 to presentinferenceForm D
→ Luma Pep IIFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep IxFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep VFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep XiFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep VIFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep XFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep XiiFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep IIIFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep XiiiFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep XivFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep ViiiFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep VIIFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep IVFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV
→ Luma Pep XviFundPrivate Equity Fund
Apr 24, 2014 to presentfactForm ADV
→ Luma Pep XviiFundPrivate Equity Fund
Apr 24, 2014 to presentfactForm ADV
→ Luma Pep XviiiFundPrivate Equity Fund
Apr 24, 2014 to presentfactForm ADV
→ Luma Pep XixFundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ Luma Pep XxFundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ Luma Pep XxiFundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ Luma Pep XxiiFundPrivate Equity Fund
Mar 31, 2017 to presentfactForm ADV
→ Luma Pep XxiiiFundPrivate Equity Fund
Jun 11, 2018 to presentfactForm ADV
→ Luma Pep 26FundPrivate Equity Fund
Feb 21, 2021 to presentfactForm ADV
→ Luma MarinaFundPrivate Equity Fund
Feb 21, 2021 to presentfactForm ADV
→ Luma Pep 24FundPrivate Equity Fund
Apr 1, 2022 to presentfactForm ADV
→ Luma Pep 25FundPrivate Equity Fund
Feb 21, 2021 to presentfactForm ADV
→ Luma Pep 27 LLCFundPrivate Equity Fund
Mar 31, 2024 to presentfactForm ADV
→ Luma Pep 28 LLCFundPrivate Equity Fund
Mar 31, 2024 to presentfactForm ADV
→ Luma Pep XvFundPrivate Equity Fund
Apr 24, 2014 to presentfactForm ADV
→ Luma Pep IFundPrivate Equity Fund
Apr 20, 2012 to presentfactForm ADV

Employs (2)

→ Daniel Nicholas KellerPersonChief Compliance Officer
Mar 1, 2001 to presentfactForm ADV
→ Evan Anthony AlexanderPersonChief Compliance Officer, Vice President
Aug 1, 2015 to Sep 14, 2018inferenceForm ADV

Dated events

36 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 4, 2026
Fund Form D filed
Performance Advantage Fund, L.P. filed Form D as a Private Equity Fund: offering $40,000,000; Form D amount sold $0
Form Dobserved 6 days ago
0 USD_FORM_D_SOLD
Occurred
Sep 14, 2018
Person left
Evan Anthony Alexander (Chief Compliance Officer, Vice President) no longer on Schedule A of Luma Capital
Form ADVobserved 6 days ago
Occurred
Aug 1, 2015
Person joined
Evan Anthony Alexander joined Schedule A of Luma Capital as Chief Compliance Officer, Vice President
Form ADVobserved 6 days ago
Occurred
Apr 20, 2012
Adviser first adv filing
Luma Capital first filed Form ADV in the extract (IA)
Form ADVobserved 6 days ago

Show 36 bookkeeping events

Occurred
Mar 31, 2026
Luma Capital: Private Equity Funds on Form ADV 21 (2024 extract) -> 24 (roster 2026-09-01)
Occurred
Mar 31, 2024
Luma Pep 27 LLC first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $1,500,000
Occurred
Mar 31, 2024
Fund 805-7302036740 no longer reported on Form ADV by Luma Capital
Occurred
Mar 31, 2024
Fund 805-5323579033 no longer reported on Form ADV by Luma Capital
Occurred
Mar 31, 2024
Fund 805-1195361650 no longer reported on Form ADV by Luma Capital
Occurred
Mar 31, 2024
Fund 805-5052013840 no longer reported on Form ADV by Luma Capital
Occurred
Mar 31, 2024
Luma Pep 28 LLC first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $2,000,000
Occurred
Mar 31, 2024
Fund 805-7769170345 no longer reported on Form ADV by Luma Capital
Occurred
Apr 1, 2022
Luma Pep 24 first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $2,250,000
Occurred
Apr 1, 2022
Fund 805-3460885295 no longer reported on Form ADV by Luma Capital
Occurred
Feb 21, 2021
Luma Pep 26 first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $1,750,000
Occurred
Feb 21, 2021
Luma Pep 24 first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $2,000,000
Occurred
Feb 21, 2021
Luma Marina first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $3,000,000
Occurred
Feb 21, 2021
Luma Pep 25 first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $2,000,000
Occurred
Jun 11, 2018
Luma Pep Xxiii first reported on Form ADV by Luma Capital (Private Equity Fund)
Occurred
Mar 31, 2017
Luma Pep Xix first reported on Form ADV by Luma Capital (Private Equity Fund)
Occurred
Mar 31, 2017
Luma Pep Xx first reported on Form ADV by Luma Capital (Private Equity Fund)
Occurred
Mar 31, 2017
Luma Pep Xxi first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $270,000
Occurred
Mar 31, 2017
Luma Pep Xxii first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $333,000
Occurred
Mar 31, 2017
Fund 805-7972980068 no longer reported on Form ADV by Luma Capital
Occurred
Mar 26, 2015
Fund 805-3588403570 no longer reported on Form ADV by Luma Capital
Occurred
Apr 24, 2014
Luma Pep Xv first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $1,080,000
Occurred
Apr 24, 2014
Luma Pep Xvii first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $2,000,000
Occurred
Apr 24, 2014
Luma Pep Xviii first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $1,600,000
Occurred
Apr 24, 2014
Luma Pep Xvi first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $1,100,000
Occurred
Apr 20, 2012
Luma Pep Xiv first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $1,157,194
Occurred
Apr 20, 2012
Luma Pep Xiii first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $845,485
Occurred
Apr 20, 2012
Luma Pep III first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $1,185,886
Occurred
Apr 20, 2012
Luma Pep Xii first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $206,244
Occurred
Apr 20, 2012
Luma Pep X first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $99,731
Occurred
Apr 20, 2012
Luma Pep VI first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $594,835
Occurred
Apr 20, 2012
Luma Pep Xi first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $9,201
Occurred
Apr 20, 2012
Luma Pep V first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $390,003
Occurred
Apr 20, 2012
Luma Pep I first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $297,910
Occurred
Apr 20, 2012
Luma Pep Ix first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $800,835
Occurred
Apr 20, 2012
Luma Pep II first reported on Form ADV by Luma Capital (Private Equity Fund), GAV $143,430

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV), 1 work email (firm website) · as of 2026-09-17

Also named here, with no published line of their own (reach them through the firm): Daniel Nicholas Keller (Chief Compliance Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:062345bd-871b-4f80-a56d-02ffd625c940
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 2 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Luma Capital

Private Equity

Naples, FL

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:062345bd-871b-4f80-a56d-02ffd625c940

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 20, 2026, 7:43 AM UTC and rebuilt at most every 15 minutes.