RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
R•••• C•••••• G•••••••
- Business email
- ronan.gaudario@lunacapm.comreportedlunacapm.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- L••• C•••••• M••••••••• L•• independent RIA currentsince Jun 11, 2020 · Burlingame, Ca
- L••• C•••••• M••••••••• L•• unclassifiedMay 4, 2017 to Aug 29, 2020 · Burlingame, Ca
- V••• F•••••••• A•••••••• I••• BD affiliatedAug 19, 2009 to Apr 24, 2017 · Burlingame, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 19, 2008 to Feb 12, 2009 · Akron, Oh
- W•••• F•••• A••••••• wirehouseJan 23, 2008 to Aug 1, 2008 · Oakland, Ca
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedApr 21, 2005 to Dec 20, 2007 · San Francisco, Ca
- W•••• F•••• A••••••• wirehouseJan 14, 2002 to Mar 22, 2005 · San Francisco, Ca
- L••• C•••••• M••••••••• L•• to L••• C•••••• M••••••••• L••left Aug 29, 2020, registered Jun 11, 2020 (-79 days) · Other
- V••• F•••••••• A•••••••• I••• to L••• C•••••• M••••••••• L••left Apr 24, 2017, registered May 4, 2017 (10 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to V••• F•••••••• A•••••••• I•••left Feb 12, 2009, registered Aug 19, 2009 (188 days) · Other
- W•••• F•••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Aug 1, 2008, registered Dec 19, 2008 (140 days) · Wirehouse to wirehouse
- B••• O• A•••••• I••••••••• S•••••••• I••• to W•••• F•••• A•••••••left Dec 20, 2007, registered Jan 23, 2008 (34 days) · Other
- W•••• F•••• A••••••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Mar 22, 2005, registered Apr 21, 2005 (30 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address