Client
Lumida Wealth Management LLC 2026. All rights reserved.
Private Wealth.
Public Opportunity.
Discover the world of private investments.
Unlock access to private equity and venture capital opportunities with Lumida Deals.
Unlock access to private equity and venture capital opportunities with Lumida Deals.
For qualified investors seeking to diversify their portfolios and potentially enhance returns.
Past performance does not guarantee future results. Investments involve risks.
Past performance does not guarantee future results. Investments involve risks.
as seen in:
Our Edge: Access & Curation
Non-Consensus*
Our investment philosophy centers on identifying undervalued assets that often go unnoticed by the broader market
Broadened Participation
Offering qualified investors opportunities typically reserved for institutional investors
Disclaimer: Access refers to the availability of private market investments and does not imply any guarantee of performance or returns. The term "non-consensus investments" does not imply any guarantee of future performance.
Our Deals
COREWEAVE
In 2023, our investment thesis included a focus on the AI “picks and shovels” or infrastructure layer.
We became aware of CoreWeave through our professional network, which included individuals who knew the CEO personally. At the time of our initial investment, CoreWeave was a less prominent company in the AI infrastructure space.
Our decision to invest was based on our independent analysis and assessment of the company’s potential value relative to other opportunities in the sector.
CoreWeave was an “East Coast” deal priced at an attractive valuation, with leading investors including Magnetar, Blackstone, and Macquarie.
Lumida first invested in CoreWeave at approximately $15 per share in mid-2023, with a larger follow-on investment at around $47 per share in fall 2024.
CoreWeave has since gone public.
Lumida has sponsored vehicles in CoreWeave; performance information is available to qualified investors on request.
Actual outcomes for individual investors may vary based on entry point, holding period, applicable fees, taxes, and market conditions.
Past performance is not indicative of future results, and market prices can fluctuate significantly.
We continue to monitor this investment as part of our overall portfolio.
Contact us to learn more.
QXO
Lumida invested in QXO, a new venture led by Brad Jacobs. Jacobs is known for building companies like United Waste Systems, United Rentals, and XPO.
He's called the "roll-up king" for buying and merging businesses. Jacobs built five billion-dollar public companies before QXO.
QXO aims to shake up the $800 billion building products distribution industry. QXO has stated its intention to implement technological solutions, including artificial intelligence and e-commerce strategies, in its operations.
Lumida became aware of this investment opportunity through its professional network. Lumida was able to secure the same terms as other investors in the deal, such as the Walton family, 3G Capital, Duke University, and the Kushner family.
Several investors invested in QXO at the advice of Lumida on the secondary market. Performance information is available to qualified investors on request.
Contact us to learn more.
Disclaimer: The content provided on or through the site may include information regarding past and/or present portfolio companies or investments managed by Lumida, its affiliates and/or its personnel. It should not be assumed that investments made in the future will be comparable in quality or performance to the investments described herein. Further, references to past and present portfolio companies should not be construed as a recommendation of any particular investment or security. Any current and previous portfolio companies listed on the site may not be a complete list of all investments historically made by Lumida. The portfolio companies listed should not be assumed to have been profitable. Any past performance information on the site is not necessarily indicative, or a guarantee, of future results. Industry market size estimates can vary and may change over time. Lumida cannot independently verify the terms or existence of other parties' investments. For comprehensive information about this investment and associated risks, please reach out to us.
Why Lumida?
Our investment approach highlights our key strengths:
Deep Network
Our industry connections give us access to, and awareness of, potential investment opportunities
Due Diligence
We conduct thorough research to understand each investment's potential and risks
Access
Our relationships often allow us to participate in deals alongside established investors and institutions
We believe these factors contribute to our ability to identify and evaluate promising ventures across different sectors. However, it's important to note that past performance does not guarantee future results, and all investments carry risks.
Our goal is to leverage our network, conduct careful analysis, and seek access to opportunities that align with our investment strategy. We aim to make informed decisions based on a thorough evaluation of each unique situation.
Fill out the form below to learn more about Lumida Deals.
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Disclaimer: This form is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Filling out this form does not commit you to any investment.
How It Works
Qualify
Determine if you meet investor criteria
Explore
Review our curated investment opportunities
Engage
Discuss suitable options with our team
Invest
Participate in selected opportunities
Investors
Our investors bring deep expertise across fintech, traditional finance, and financial services regulation.
Disclaimer: The individuals and entities featured below are investors in Lumida Wealth. Their inclusion does not constitute an endorsement or recommendation of Lumida or its services. These investors have a financial interest in the company and may benefit from an increase in the company's value. These individuals and entities may have interests in other ventures unrelated to Lumida Wealth.
Ram Ahluwalia, CFA
Ram Ahluwalia is a seasoned investment professional with a focus on identifying undervalued opportunities across asset classes.
His experience includes a blend of traditional investment analysis and quantitative modeling, allowing him to develop a unique perspective on market dynamics.
Ram's investment philosophy emphasizes rigorous research, a long-term outlook, and a disciplined approach to portfolio construction.
Ram favors a ‘quantamental’ approach to investing: a combination of top-down themes, bottom-up fundamentals, and quantitative factor analysis.
Frequently Asked Questions
Q. Who can invest with Lumida Deals?
A. Eligibility is limited to qualified investors meeting specific criteria based on local regulations. Contact us to learn more about qualification requirements.
Q. How does Lumida select investment opportunities?
A. Our team conducts thorough due diligence, focusing on manager track records, investment strategies, and risks. Qualified investors can access our comprehensive diligence reports.
Q. What types of investments does Lumida offer?
A. We specialize in alternative investments, including private equity, venture capital, and distressed commercial real estate opportunities. Our offerings may change based on market conditions and availability. This information is for general educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any specific investment product.
Q. How does Lumida make private deals more accessible?
A. We allow qualified clients to invest at lower minimums than typically required for such opportunities through special-purpose vehicles.
Disclaimer
Important Information
LUMIDA DEALS: For qualified investors seeking to diversify their portfolios and potentially enhance returns.
Past performance does not guarantee future results. Investments involve risks.
OUR EDGE: Deal Access refers to the availability of private market investments and does not imply any guarantee of performance or returns. The term "non-consensus investments" does not imply any guarantee of future performance.
OUR DEALS: The content provided on or through the site may include information regarding past and/or present portfolio companies or investments managed by Lumida, its affiliates and/or its personnel. It should not be assumed that investments made in the future will be comparable in quality or performance to the investments described herein. Further, references to past and present portfolio companies should not be construed as a recommendation of any particular investment or security. Any current and previous portfolio companies listed on the site may not be a complete list of all investments historically made by Lumida. The portfolio companies listed should not be assumed to have been profitable. Any past performance information on the site is not necessarily indicative, or a guarantee, of future results. Industry market size estimates can vary and may change over time. Lumida cannot independently verify the terms or existence of other parties' investments. For comprehensive information about this investment and associated risks, please reach out to us. Investing in private markets carries risks, including potential loss of principal. Past performance does not guarantee future results. The investments discussed have not been approved or disapproved by the Securities and Exchange Commission or any state securities commission.
Lumida Form: This form is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Filling out this form does not commit you to any investment.
Lumida's Investors: The individuals and entities featured on this section in the page are investors in Lumida Wealth. Their inclusion does not constitute an endorsement or recommendation of Lumida or its services. These investors have a financial interest in the company and may benefit from an increase in the company's value. These individuals and entities may have interests in other ventures unrelated to Lumida Wealth.
Lumida Wealth Management LLC (“Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
This is not an offer to sell or a solicitation of an offer to buy any security. Such offers can only be made through official offering documents that contain important information about risks, fees, and expenses. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.
Lumida Wealth Management, LLC is a registered investment advisor. More information about the firm can be found in its Form ADV on file with the SEC.
Address: 1200 Preakness Avenue, 2nd Floor (above Valley Bank), Suite B1200, Wayne, NJ 07470
Past performance does not guarantee future results. Investments involve risks.
OUR EDGE: Deal Access refers to the availability of private market investments and does not imply any guarantee of performance or returns. The term "non-consensus investments" does not imply any guarantee of future performance.
OUR DEALS: The content provided on or through the site may include information regarding past and/or present portfolio companies or investments managed by Lumida, its affiliates and/or its personnel. It should not be assumed that investments made in the future will be comparable in quality or performance to the investments described herein. Further, references to past and present portfolio companies should not be construed as a recommendation of any particular investment or security. Any current and previous portfolio companies listed on the site may not be a complete list of all investments historically made by Lumida. The portfolio companies listed should not be assumed to have been profitable. Any past performance information on the site is not necessarily indicative, or a guarantee, of future results. Industry market size estimates can vary and may change over time. Lumida cannot independently verify the terms or existence of other parties' investments. For comprehensive information about this investment and associated risks, please reach out to us. Investing in private markets carries risks, including potential loss of principal. Past performance does not guarantee future results. The investments discussed have not been approved or disapproved by the Securities and Exchange Commission or any state securities commission.
Lumida Form: This form is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Filling out this form does not commit you to any investment.
Lumida's Investors: The individuals and entities featured on this section in the page are investors in Lumida Wealth. Their inclusion does not constitute an endorsement or recommendation of Lumida or its services. These investors have a financial interest in the company and may benefit from an increase in the company's value. These individuals and entities may have interests in other ventures unrelated to Lumida Wealth.
Lumida Wealth Management LLC (“Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client as Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
This is not an offer to sell or a solicitation of an offer to buy any security. Such offers can only be made through official offering documents that contain important information about risks, fees, and expenses. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.
Lumida Wealth Management, LLC is a registered investment advisor. More information about the firm can be found in its Form ADV on file with the SEC.
Address: 1200 Preakness Avenue, 2nd Floor (above Valley Bank), Suite B1200, Wayne, NJ 07470