0001812005-25-000002.txt : 20250422 0001812005-25-000002.hdr.sgml : 20250422 20250422101237 ACCESSION NUMBER: 0001812005-25-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06b FILED AS OF DATE: 20250422 DATE AS OF CHANGE: 20250422 EFFECTIVENESS DATE: 20250422 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Luma Financial Technologies, LLC CENTRAL INDEX KEY: 0001812005 ORGANIZATION NAME: EIN: 825277545 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-544197 FILM NUMBER: 25856035 BUSINESS ADDRESS: STREET 1: 425 WALNUT STREET, SUITE 2410 CITY: CINCINNATI STATE: OH ZIP: 45202 BUSINESS PHONE: (513) 878-1088 MAIL ADDRESS: STREET 1: 425 WALNUT STREET, SUITE 2410 CITY: CINCINNATI STATE: OH ZIP: 45202 D 1 primary_doc.xml X0708 D LIVE 0001812005 Luma Financial Technologies, LLC 425 WALNUT STREET, SUITE 2500 CINCINNATI OH OHIO 45202 (513) 878-1088 DELAWARE Atlas Technology Holding, LLC None Limited Liability Company true Timothy J. Bonacci c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Executive Officer Director Robert P. Jenkins c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Executive Officer Donald Pogan c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Executive Officer Gim Lau c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Executive Officer Zheng Wang c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Director William Holligan c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Director Elliott Appel c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Director Vanessa Simonetti c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Director Alex Goodman c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Director Sterling Lapinski c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Director Stephen Bodurtha c/o Luma Financial Technologies, LLC 425 Walnut Street, Suite 2500 Cincinnati OH OHIO 45202 Director Other Technology Decline to Disclose 06b false 2025-04-10 false true false 2795629 Broadhaven Securities LLC 157804 None None 155 North Wacker Drive Chicago IL ILLINOIS 60606 All States true 62859895 62859895 0 false 6 0 2625000 1001991 A redemption of certain units of Stephen Bodurtha was conducted. false Luma Financial Technologies, LLC /s/ Timothy J. Bonacci Timothy J. Bonacci Chief Executive Officer 2025-04-21