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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