0001629631-15-000001.txt : 20150115 0001629631-15-000001.hdr.sgml : 20150115 20150115210703 ACCESSION NUMBER: 0001629631-15-000001 CONFORMED SUBMISSION TYPE: MA PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20150106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: De Luna Partners, Inc. CENTRAL INDEX KEY: 0001629631 IRS NUMBER: 680529553 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: MA SEC ACT: 1934 Act SEC FILE NUMBER: 867-01402 FILM NUMBER: 15531092 BUSINESS ADDRESS: STREET 1: 4 ORINDA WAY, STE 100-A CITY: ORINDA STATE: CA ZIP: 94563 BUSINESS PHONE: 925-253-1600 MAIL ADDRESS: STREET 1: 4 ORINDA WAY, STE 100-A CITY: ORINDA STATE: CA ZIP: 94563 MA 1 primary_doc.xml MA 0001629631 XXXXXXXX Juan Alberto de Luna 415-595-7080 jdl@delunapartners.com jdl@delunapartners.com De Luna Partners, Inc. 000138321 68-0529553 866-0050200 California 138321 4 ORINDA WAY, STE 100-A ORINDA CA 94563 925-253-1600 Add 312-560-1696 Add 312-953-9959 N 4 ORINDA WAY, STE 100-A ORINDA CA 94563 www.delunapartners.com Juan Alberto de Luna

4 Orinda Way, Ste 100-A Orinda CA 94563

925-253-1600 jdl@delunapartners.com Juan Alberto de Luna

4 Orinda Way, Ste 100-A Orinda CA 94563

925-253-1600 jdl@delunapartners.com December CA 09-01-2002 N 3 3 2 2 0 0 Not Applicable 86 0 86 Public pension funds Colleges Not Applicable Contingent Fees Other Retainer paid by 3rd parties investment managers and private equity firms Solicitation Of IAB Y Y Y Y N Investment Adviser Other municipal advisor 3 Add Investment Adviser Other municipal advisor Juan Alberto de Luna President & CEO of De Luna Partners Y Y N Add Investment Adviser Other municipal advisor Sara Eichholz Mongerson Sara E. Mongerson Y N N Add Other municipal advisor Michael Joseph Barrett Michael Joseph Barrett Y N N N N N N N N N N N N Y N N Y N N N N N N N N N N N N N N N N N N N N N N N N Y N Juan Alberto de Luna President & CEO 09-01-2002 E Y 001497887 Juan Alberto de Luna Juan Alberto de Luna President & CEO 12-31-2014 000138321 N N N N N Y N Y N N N N N N Y N N N N N