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LUMINATE CAPITAL PARTNERS

SAN FRANCISCO, CA · CRD 269873 · IAPD ↗ · 415-278-1506

$3.82BRegulatory AUM
5Advisory reps
10Employees
0Clients
n/aPlanning clients
12Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2026 — LUMINATE CAPITAL PARTNERS shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
51
April 2025 — LUMINATE CAPITAL PARTNERS reported RAUM up 31% ($2.52B -> $3.30B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
57
April 2025 — LUMINATE CAPITAL PARTNERS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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