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| Mirador Capital Partners LP
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| |
|---|---|
| CRD # | 173764 |
| SEC # | 801-80585 |
| CIK # | 0001633446 |
| AUM | $668.1 MM (2024-06-28) |
| Employees | 14 (36% Investors, 7% Brokers) |
| Phone | 925-621-1000 |
| Address | 6700 Koll Center Parkway Pleasanton, CA 94566 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001633446 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Apple Inc | 2,382,844.0 | 22.1 | |
| Alphabet Inc | 1,482,566.4 | 20.0 | |
| Amazon Com Inc | 1,092,997.8 | 18.9 | |
| Chevron Corp | 294,604.1 | 16.2 | |
| Microsoft Corp | 1,918,222.4 | 14.4 | |
| Facebook Inc | 434,852.0 | 12.2 | |
| Blackstone Group LP | 69,051.8 | 11.5 | |
| J P Morgan Chase & Co | 340,169.2 | 10.9 | |
| Alphabet Inc | 1,475,138.5 | 10.8 | |
| KKR & Co LP | 28,777.0 | 9.9 | |
| AbbVie Inc | 269,466.6 | 8.9 | |
| Nvidia Corp | 399,550.0 | 6.9 | |
| Formfactor Inc | 3,076.5 | 6.6 | |
| Phillips 66 | 42,745.7 | 6.5 | |
| Performant Financial Corp | 187.2 | 5.9 | |
| Palo Alto Networks Inc | 49,011.6 | 5.9 | |
| Kinder Morgan Inc | 39,000.5 | 5.9 | |
| Danaher Corp /DE/ | 183,136.1 | 5.7 | |
| UnitedHealth Group Inc | 477,004.0 | 5.7 | |
| VISA Inc | 419,260.5 | 5.6 | |
| Ares Capital Corp | 8,938.4 | 4.9 | |
| Extreme Networks Inc | 1,218.1 | 4.9 | |
| KLA Tencor Corp | 49,261.0 | 4.9 | |
| Skyline Corp | 2,756.1 | 4.8 | |
| Thermo Fisher Scientific Inc | 209,733.6 | 4.6 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 381 | 104.0 |
| (b) Individuals (high net worth individuals) | 196 | 518.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 23.9 |
| (h) Charitable organizations | 9 | 4.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 17.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,253 | 668.1 |
| By Discretionary | ||
| Discretionary | 2,253 | 668.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,253 | 668.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 667.2 | |
| Total | 2,253 | 668.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001633446] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vance Wealth Inc
✚
|
CA | 0.7 |
|
Blue Bell Private Wealth Management LLC
✚
|
PA | 0.7 |
|
Perryman Financial Advisory Inc
✚
|
TX | 0.7 |
|
The Wealth Collaborative Inc
✚
|
CA | 0.7 |
|
FPL Capital Management LLC
✚
|
LA | 0.7 |
|
Kaye Capital Management
✚
|
CA | 0.7 |
|
International City Management Association Retirement Corporation
✚
|
DC | 0.7 |
|
Strategic Advisors LLC
✚
|
NY | 0.7 |
|
The Capital Management Corporation
✚
|
VA | 0.7 |
|
PCG Wealth Advisors LLC
✚
|
KS | 0.7 |