Mirador Capital Partners, LP is a large advisory firm based in Pleasanton. It manages $303.42 million of regulatory assets for 1,262 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Louisiana, Texas, and Washington.
Mirador Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mirador Capital Partners, LP is $303.42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mirador Capital Partners, LP for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Mirador Capital Partners is high net worth individuals with 96 clients and $201.79 million of assets under management. Among the 9 most similar advisory firms, Mirador Capital Partners has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $281.15 million for 356 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mirador Capital Partners doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 45 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mirador Capital Partners, LP performs its advisory services is located at 6700 Koll Center Parkway, Pleasanton, CA 94566, which is also the mailing address of the firm. An additional office of the firm is in Larkspur, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 925-621-1000 or by fax 925-397-3169. The normal business hours are 6:30am - 4pm on Monday - Friday. You can find more information about the New York firm at miradorcp.com.