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MIRADOR CAPITAL PARTNERS

PLEASANTON, CA · CRD 173764 · IAPD ↗ · 925-621-1000

$1.01BRegulatory AUM
7Advisory reps
15Employees
1Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
July 2026 — MIRADOR CAPITAL PARTNERS crossed $1B in regulatory AUM ($934.3M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
April 2026 — MIRADOR CAPITAL PARTNERS notice-filed in KY, OR, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — MIRADOR CAPITAL PARTNERS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — MIRADOR CAPITAL PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
March 2025 — MIRADOR CAPITAL PARTNERS notice-filed in FL, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — MIRADOR CAPITAL PARTNERS notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — MIRADOR CAPITAL PARTNERS shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.