HRK LUNIS AG

HRK LUNIS AG provides high-quality asset management services that focus on customized solutions for wealth preservation and growth, catering to both private clients and institutional investors across Europe. Founded in 2023, HRK LUNIS AG is based in Frankfurt am Main, Germany, specializing in tailored asset management services. The company recently executed its first deal on March 28, 2025. The firm was established by its founders who have a history in the financial services sector, although specific details about prior ventures are not available.

HRK LUNIS AG specializes in high-quality asset management services, focusing on customized solutions for wealth preservation and growth. The company offers a comprehensive suite of services that includes individual asset management, strategic investment planning, and private equity advisory. Their unique approach is characterized by proactive and counter-cyclical behavior, alongside adequate risk diversification, which caters primarily to demanding private clients, entrepreneurs, and their families, as well as institutional investors such as companies, foundations, and pension funds. The firm operates through multiple locations across Germany, including Frankfurt, Munich, Berlin, and Hamburg, ensuring a broad geographical reach within the European market.

Their clientele values the personalized nature of the services, which are tailored to meet specific needs related to risk tolerance and investment goals. HRK LUNIS AG generates revenue through its asset management and advisory services, operating primarily on a fee-based structure that ensures transparency and aligns their interests with those of their clients. Clients typically engage the firm on an individual basis, leading to a structured transaction mechanism where fees are assessed based on the assets under management or specific advisory agreements. The firm's flagship services, which include their FairValue and SmartValue asset management strategies, are designed to provide stable returns while managing risks effectively.

Revenue is accrued through established relationships with private clients and institutions, emphasizing ongoing management and advisory fees, rather than one-off transactions. This approach fosters long-term partnerships and continuous engagement with clients, enhancing their overall investment experience. In March 2025, Seven2 agreed to acquire a majority stake in HRK LUNIS AG from JC Flowers & Co. The acquisition aims to support the company's growth and market reach expansion across Europe.

HRK LUNIS AG plans to roll out new asset management products and enhance its service offerings in the coming year, while also targeting expansion into additional European markets. The recent funding will facilitate the development and marketing of these new initiatives, aiming to increase client engagement and broaden their service spectrum.