How We Invest
INVEST AT SOURCE We partner with fund managers prior to their fund launch, entering as a foundation or cornerstone investor alongside institutional capital. Our investors receive the same terms and access as the largest institutional LPs.
HIGHEST CALIBRE FIRMS AND PEOPLEWe conduct thorough due diligence before partnering with any manager. We only work with teams with a demonstrated track record, a clearly defined strategy, and a credible path to exit for underlying investments.
TECHNOLOGY-FIRST OPERATIONSOur platform removes the paper trail and seamlessly connects every step of your investment journey, from application and electronic subscription through to capital calls, distributions, and year-end tax reporting, all fully digital.
Our Investors Get
Access to a hand-picked selection of Australian private equity, private debt, and venture capital opportunities, on the same terms and with the same access as superannuation funds and offshore institutions.
A fully digital experience: complete KYC once across all your entities, onboard once, and invest across multiple private markets funds without repeating the process. Each new investment opportunity is presented with full data room access.
Consolidated portfolio reporting, including a single tax report at financial year end — sent directly to your accountant or adviser.
Our Investment Partners Get
A single LP relationship — committed capital from a single source, without the complexity of managing relationships with large numbers of individual investors.
We engage only at the pre-launch stage and bring committed capital to the table. We manage the investor relationship on an ongoing basis, including distributions, reporting, and queries, so your team stays focused on managing the fund.
Edward Caser
CEO
Edward brings over 20 years of experience across investment management, financial technology, and operations, including senior roles at Aviva Global Investors and Vanguard Australia spanning multi-asset portfolio management, platform development, and institutional client relationships. He co-founded Integrated Portfolio Solutions, a technology-enabled investment and SMSF platform, overseeing $11 billion in administered assets. He founded Luna Partners to apply that operational and technology expertise directly to the private markets sector.
Ben Ware
NON-EXECUTIVE DIRECTOR
Ben has more than 25 years of local and international experience across private equity and investment banking, spanning M&A, fund establishment, fundraising, and investor relations. He currently leads a large, multigenerational family office in Australia. Prior to this, Ben was Chief Operating Officer at a leading mid-market private equity firm and has held senior roles at Macquarie Group in London and Sydney, Goldman Sachs in London, and began his career at Deloitte.
Rosie Phillips
OPERATIONS MANAGER
Rosie is a Chartered Accountant (ICAEW) with 17 years at Deloitte across London, Brisbane, and Sydney, where she held a director-level role in the technical accounting practice specialising in acquisitions and complex transactions. At Luna Partners, Rosie leads investor relations, operations, and finance, delivering institutional-grade reporting and operational rigour for investors and fund managers.