For those who have carved their own path.

At Lumida, we understand that every financial journey is unique. In the intricate world of high-net-worth investment, Lumida stands as a beacon of expertise, guiding private clients through the multifaceted challenges of wealth management.

At Lumida, we understand that every financial journey is unique.

ENTREPRENEURS

Your journey from ideation to execution has been nothing short of extraordinary.
Managing your wealth shouldn't be another challenge.
We're here for all of your financial decisions with a singular goal: to protect and grow your wealth.
We're here to guide you through every financial decision, ensuring your wealth grows alongside your ventures.
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CRYPTO NATIVES

In the rapidly evolving world of digital assets, you've emerged as a pioneer.
Lumida understands nuances of digital asset investing.
Our goal is to offer comprehensive advisory services with as much innovation and expertise as you bring to the blockchain.
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EXECUTIVES & PARTNERS

You've climbed the corporate ladder, making pivotal decisions at every step.
Your financial strategies should reflect the same precision and foresight.
Lumida's comprehensive advisory services enable you to manage your wealth with the same dedication and support you bring to the boardroom.
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WHY LUMIDA

In a world where the traditional 60/40 portfolio no longer suffices, Lumida stands as a beacon for those seeking more.
Our clients, with their insatiable thirst for knowledge and clarity, recognize the potential of niche asset classes and emerging technologies. Lumida's mission is to guide you beyond the ordinary, helping you achieve the extraordinary.

WHO WE ARE

Ram Ahluwalia Headshot
Ram Ahluwalia
CEO, Co-CIO, Co-Founder

Ram is the Co-CIO and CEO, overseeing Lumida’s management team and directing the firm’s mission and operating principles. Ram has 20+ years of operating and investment experience, including as the founder of Cross River Crypto, founder and CEO PeerIQ (sold to Cross River Bank), and operating executive at Bank of America and Merrill Lynch. Ram is a CFA Charterholder and earned his BA in Philosophy and Economics from Columbia College.

Peter Loukas Headshot
Peter Loukas
General Manager, Co-CIO, Co-Founder

Pete is the Co-CIO and General Manager of Wealth, overseeing all activities in the Digital Assets Group and Alternative Investments Group, including investment research, portfolio management, and client advisory and engagement. Pete has 12+ years of operating and investment experience, including roles at Lev Capital, Theorem Partners, Cambridge Associates, and Laurel Road. Pete is a CFA Charterholder and CAIA Charterholder, and earned his BA in International Political Economy from Fordham University.

Jonathan Espinosa Headshot
Jonathan Espinosa
Director of Wealth

Jonathan is the Director of Wealth within the Digital Assets Group, where he is responsible for the development and implementation of digital asset investment strategies for HNW and institutional clients. Jonathan has 15+ years of operating and investment experience, including as the co-founder of boutique investment advisor Veracity Capital, Director of Private Client at BlockFi, and an investment advisor at Goldman Sachs, Merrill Lynch, and WE Family Offices ($15B international multi-family office). Jonathan earned his BA in Finance from University of Miami.

Dimitri Roumeliotis Headshot
Dimitri Roumeliotis
Relationship Manager

Dimitri is a Relationship Manager at Lumida where he is responsible for the development and servicing of HNW and institutional clients and their digital asset portfolios. Dimitri has 8 years of crypto native and financial services experience as a senior Institutional Salesperson at Anchorage Digital and a Vice President in Equities at Deutsche Bank. Dimitri earned his BSBA in Finance and International Business from Georgetown University where he rowed Division I Crew.

Justin Guilder Headshot
Justin Guilder
COO, CLO, Co-Founder

Justin is the COO and CLO, overseeing all corporate operations, including finance, legal, compliance, people, and investment advisory operations. Justin has 18+ years of operating, investing, and legal experience, including as Co-founder and CEO of Reserve Trust, Co-founder and Managing Director of boutique investment firm PennAve One, and Attorney at Dentons and Kilpatrick Townsend. Justin earned his JD from The George Washington University Law School and his BA in Business Administration from University of Florida.

Our investors bring deep expertise across digital assets, traditional finance, and financial services regulation

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Arthur Levitt
Arthur Levitt

Former SEC Chairman

Social Leverage
Social Leverage

Howard Linzdon, Founder and Managing Partner

Ryan Selkis
Ryan Selkis

Founder & CEO, Messari

6th Man Ventures
6th Man Ventures

Mike Dudas, Founder and General Partner

Gokul Rajaram
Gokul Rajaram

Board Member, Coinbase

Fenway Summer Ventures
Fenway Summer Ventures

Raj Date, Founder and Former Dep. Director of the CFPB

Red Beard Ventures
Red Beard Ventures

Drew Austin, Founder and General Partner

Marshall Lux
Marshall Lux

Advisor/Fellow at BCG, McKinsey, Harvard

Henry Pinnell
Henry Pinnell

SMD of Tech Investment Banking, SVB

Social Leverage
Social Leverage

Matt Ober, General Partner and Member of Lumida's Board of Directors

Dev Gopalan
Dev Gopalan

Head of Private Credit, Sagard (former Head of US Private Credit, KKR)

Neal Berger
Neal Berger

Founder, Eagle's View Capital Management

Hany Rashwan
Hany Rashwan

Founder & CEO, 21 Shares