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LUMINATE CAPITAL PARTNERS
1 Letterman Drive
Suite A3-900
San Francisco, California 94129
Tel: 415-278-1506
About LUMINATE CAPITAL PARTNERS
LUMINATE CAPITAL PARTNERS, formally registered with the SEC as LUMINATE CAPITAL PARTNERS. The firm was established in 07/27/2018. They have over 1 offices throughout the country.
LUMINATE CAPITAL PARTNERS is a San Francisco, California based Financial Planning firm with nearly $2,518,711,943 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 269873 |
| SEC# | 801-113702 |
| Assets Managed by Firm | $2,518,711,943 |
| No. of Clients | 9 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 9 | $2,518,711,943 |
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