About Ethan


I graduated from the University of California, San Diego, in 2016 with a bachelor of science degree in Mathematics and a minor in Accounting. During my senior year in college, I joined one of the most active family offices in San Diego, CA, and it marked the start of my career as a professional investor. I sit on the firm's investment committee as a senior associate, and the total asset under management of the firm during that time was just over $1B. Portfolios consisted of large-scale real estate, hospitality businesses, and technology startups ​

Now, you know everything about me. Who's ready to get to work with me?

By Ethan

Ethan Lu Cartoon


Ethan Lu UCSD

University of California San Diego

B.S. Math applied Science Minor Accounting


Ethan Lu Forbes

Forbes Business Council

Member since 2020

Ethan Lu CPA

CA Board of Accountancy

Member since 2016