MIRADOR CAPITAL PARTNERS
MIRADOR CAPITAL PARTNERS, LP Legal Name
Adviser information for MIRADOR CAPITAL PARTNERS last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 14 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 7 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,253 | $668.1M |
| Non-Discretionary | 0 | $0 |
| Total | 2,253 | $668.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 381 | $104.0M |
| HNW Individuals | 196 | $518.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $23.9M |
| Charitable organizations | 9 | $4.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 7 | $17.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
6700 KOLL CENTER PARKWAYSUITE 230
PLEASANTON
CA
United States
Monday - Friday, 6:30AM - 4PM
Tel: 925-621-1000, Fax: 925-397-3169
Chief Compliance Officer
DON GARMAN
PARTNER
6700 KOLL CENTER PARKWAY
SUITE 230
PLEASANTON
CA
United States
Tel:
(925) 621-1000
D*********@************M
(Full email address available in API data)
Regulatory Contact
AUDREY GLADKIDES
VICE PRESIDENT OF OPERATIONS
6700 KOLL CENTER PARKWAY
SUITE 230
PLEASANTON
CA
United States
Tel:
(925) 621-1000
A***************@************M
(Full email address available in API data)
Industry Affiliates
| TVV ADVISERS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| GARMAN, DON, CORBIN | Individual | – | LIMITED PARTNER & CHIEF COMPLIANCE OFFICER | 07/2013 | > 75% |
| MURRAY, DANIEL, BUNTIN | Individual | – | LIMITED PARTNER | 07/2013 | < 5% |
| MIRADOR GENERAL PARTNER, INC. | Domestic Entity | – | GENERAL PARTNER | 07/2013 | < 5% |
| GARMAN, DON, CORBIN | Individual | MIRADOR GENERAL PARTNER, INC. | PRESIDENT | 06/2013 | > 75% |
| WIKLE, CAROL, ANN | Individual | – | LIMITED PARTNER | 01/2015 | < 5% |
| GLAFKIDES, AUDREY, DENISE | Individual | – | CHIEF OPERATING OFFICER | 07/2019 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 12th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 10X GENOMICS INC | CL A COM | 1M | 62K | – |
| 3M CO | COM | 886K | 9K | – |
| ABBOTT LABS | COM | 292K | 3K | – |
| ABBVIE INC | COM | 9M | 52K | – |
| ADVANCED MICRO DEVICES INC | COM | 4M | 25K | – |
| AEYE INC | CL A NEW | 168K | 86K | – |
| AIRBNB INC | COM CL A | 702K | 5K | – |
| ALPHABET INC | CAP STK CL A | 11M | 59K | – |
| ALPHABET INC | CAP STK CL C | 20M | 109K | – |
| AMAZON COM INC | COM | 19M | 98K | – |
| AMERICAN ELEC PWR CO INC | COM | 814K | 9K | – |
| AMERICAN EXPRESS CO | COM | 227K | 982 | – |
| AMERICAN WTR WKS CO INC NEW | COM | 1M | 8K | – |
| AMGEN INC | COM | 468K | 1K | – |
| ANSYS INC | COM | 582K | 2K | – |
| APPLE INC | COM | 22M | 105K | – |
| APPLIED MATLS INC | COM | 482K | 2K | – |
| ARC DOCUMENT SOLUTIONS INC | COM | 1M | 387K | – |
| ARES CAPITAL CORP | COM | 5M | 236K | – |
| ASENSUS SURGICAL INC | COM | 37K | 110K | – |
| ATHIRA PHARMA INC | COM | 53K | 20K | – |
| AVIDITY BIOSCIENCES INC | COM | 2M | 41K | – |
| AXSOME THERAPEUTICS INC | COM | 322K | 4K | – |
| BANK AMERICA CORP | COM | 319K | 8K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 20M | 48K | – |
| BLACKROCK INC | COM | 4M | 6K | – |
| BLACKROCK SCIENCE & TECHNOLO | SHS | 307K | 8K | – |
| BLACKSTONE INC | COM | 12M | 93K | – |
| BLUE OWL CAPITAL CORPORATION | COM | 437K | 28K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 2M | 46K | – |
| BROADCOM INC | COM | 2M | 995 | – |
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 205K | 7K | – |
| CADENCE DESIGN SYSTEM INC | COM | 4M | 13K | – |
| CALAMOS CONV & HIGH INCOME F | COM SHS | 913K | 82K | – |
| CARDINAL HEALTH INC | COM | 1M | 12K | – |
| CATERPILLAR INC | COM | 259K | 779 | – |
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 4M | 112K | – |
| CHEVRON CORP NEW | COM | 16M | 104K | – |
| CISCO SYS INC | COM | 840K | 18K | – |
| CITIGROUP INC | COM NEW | 2M | 24K | – |
| CMS ENERGY CORP | COM | 780K | 13K | – |
| CONSTELLATION BRANDS INC | CL A | 1M | 5K | – |
| COOPER COS INC | COM | 1M | 15K | – |
| COSTCO WHSL CORP NEW | COM | 4M | 4K | – |
| COYA THERAPEUTICS INC | COMMON STOCK | 89K | 15K | – |
| CROWDSTRIKE HLDGS INC | CL A | 2M | 5K | – |
| CROWN CASTLE INC | COM | 256K | 3K | – |
| CUBESMART | COM | 706K | 16K | – |
| CUMMINS INC | COM | 356K | 1K | – |
| CYTOKINETICS INC | COM NEW | 3M | 63K | – |
| DANAHER CORPORATION | COM | 6M | 23K | – |
| DELL TECHNOLOGIES INC | CL C | 2M | 13K | – |
| DISNEY WALT CO | COM | 517K | 5K | – |
| DOW INC | COM | 795K | 15K | – |
| ENDEAVOR GROUP HLDGS INC | CL A COM | 665K | 25K | – |
| ENPHASE ENERGY INC | COM | 522K | 5K | – |
| EXTREME NETWORKS | COM | 5M | 363K | – |
| EXXON MOBIL CORP | COM | 1M | 9K | – |
| FIRST SOLAR INC | COM | 394K | 2K | – |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 672K | 12K | – |
| FIRST TR NAS100 EQ WEIGHTED | SHS | 247K | 2K | – |
| FIVE9 INC | COM | 869K | 20K | – |
| FORMFACTOR INC | COM | 7M | 109K | – |
| FORTIVE CORP | COM | 798K | 11K | – |
| FREEPORT-MCMORAN INC | CL B | 3M | 68K | – |
| GILEAD SCIENCES INC | COM | 875K | 13K | – |
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 379K | 7K | – |
| GRID DYNAMICS HLDGS INC | CL A | 1M | 123K | – |
| GSK PLC | SPONSORED ADR | 594K | 15K | – |
| HEALTHPEAK PROPERTIES INC | COM | 613K | 31K | – |
| HERCULES CAPITAL INC | COM | 782K | 38K | – |
| HOME DEPOT INC | COM | 383K | 1K | – |
| INTEL CORP | COM | 3M | 103K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 953K | 6K | – |
| INTUIT | COM | 1M | 2K | – |
| INTUITIVE SURGICAL INC | COM NEW | 2M | 3K | – |
| INVESCO CALIF VALUE MUN INCO | COM | 123K | 12K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 308K | 15K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 HY | 78M | 3M | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 MUNI | 759K | 31K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 999K | 49K | – |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 34M | 2M | – |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 418K | 18K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 914K | 6K | – |
| INVESCO SR INCOME TR | COM | 2M | 401K | – |
| ISHARES BITCOIN TR | SHS | 330K | 10K | – |
| ISHARES GOLD TR | ISHARES NEW | 729K | 17K | – |
| ISHARES TR | CORE MSCI EAFE | 227K | 3K | – |
| ISHARES TR | CORE S&P500 ETF | 424K | 775 | – |
| ISHARES TR | GLOBAL 100 ETF | 524K | 5K | – |
| ISHARES TR | ISHARES BIOTECH | 4M | 30K | – |
| ISHARES TR | MSCI ACWI EX US | 367K | 7K | – |
| ISHARES TR | RUS 1000 VAL ETF | 476K | 3K | – |
| ISHARES TR | RUSSELL 2000 ETF | 449K | 2K | – |
| JOHNSON & JOHNSON | COM | 660K | 5K | – |
| JPMORGAN CHASE & CO. | COM | 11M | 54K | – |
| KIMBELL RTY PARTNERS LP | UNIT | 812K | 50K | – |
| KINDER MORGAN INC DEL | COM | 6M | 298K | – |
| KKR & CO INC | COM | 10M | 94K | – |
| KLA CORP | COM NEW | 5M | 6K | – |
| KRONOS WORLDWIDE INC | COM | 750K | 60K | – |
| LAS VEGAS SANDS CORP | COM | 509K | 11K | – |
| LOCKHEED MARTIN CORP | COM | 259K | 554 | – |
| MCDONALDS CORP | COM | 335K | 1K | – |
| MCGRATH RENTCORP | COM | 2M | 14K | – |
| MERCK & CO INC | COM | 731K | 6K | – |
| META PLATFORMS INC | CL A | 12M | 24K | – |
| MGM RESORTS INTERNATIONAL | COM | 3M | 75K | – |
| MICROCHIP TECHNOLOGY INC. | COM | 278K | 3K | – |
| MICROSOFT CORP | COM | 14M | 32K | – |
| MOVANO INC | COM | 109K | 395K | – |
| MP MATERIALS CORP | COM CL A | 270K | 21K | – |
| NCINO INC | COM | 245K | 8K | – |
| NETFLIX INC | COM | 559K | 828 | – |
| NEW YORK CMNTY BANCORP INC | COM | 402K | 125K | – |
| NEWMONT CORP | COM | 321K | 8K | – |
| NEXTERA ENERGY INC | COM | 273K | 4K | – |
| NIKE INC | CL B | 3M | 36K | – |
| NUCOR CORP | COM | 818K | 5K | – |
| NVIDIA CORPORATION | COM | 7M | 56K | – |
| ORACLE CORP | COM | 768K | 5K | – |
| PACIFIC BIOSCIENCES CALIF IN | COM | 84K | 61K | – |
| PALO ALTO NETWORKS INC | COM | 6M | 18K | – |
| PARKER-HANNIFIN CORP | COM | 338K | 668 | – |
| PERFORMANT FINL CORP | COM | 6M | 2M | – |
| PFIZER INC | COM | 273K | 10K | – |
| PHILLIPS 66 | COM | 7M | 46K | – |
| PINNACLE WEST CAP CORP | COM | 634K | 8K | – |
| PLBY GROUP INC | COM | 37K | 47K | – |
| PROCTER AND GAMBLE CO | COM | 990K | 6K | – |
| PROSHARES TR | SHORT S&P 500 NE | 8M | 663K | – |
| PUBLIC STORAGE OPER CO | COM | 413K | 1K | – |
| QUALCOMM INC | COM | 2M | 8K | – |
| REVANCE THERAPEUTICS INC | COM | 186K | 72K | – |
| ROSS STORES INC | COM | 2M | 12K | – |
| SALESFORCE INC | COM | 561K | 2K | – |
| SCHWAB CHARLES FAMILY FD | AMT TAX FREE MNY | 374K | 374K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 523K | 7K | – |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 226K | 2K | – |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 330K | 4K | – |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 933K | 15K | – |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 357K | 5K | – |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 386K | 8K | – |
| SELECT SECTOR SPDR TR | COMMUNICATION | 1M | 15K | – |
| SELECT SECTOR SPDR TR | ENERGY | 7M | 74K | – |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 1M | 6K | – |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 398K | 2K | – |
| SERVICENOW INC | COM | 371K | 471 | – |
| SIMPSON MFG INC | COM | 1M | 8K | – |
| SIXTH STREET SPECIALTY LENDI | COM | 792K | 37K | – |
| SKYLINE CHAMPION CORPORATION | COM | 5M | 70K | – |
| SNOWFLAKE INC | CL A | 257K | 2K | – |
| SOLVENTUM CORP | COM SHS | 373K | 7K | – |
| SOUTHERN CO | COM | 416K | 5K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 352K | 647 | – |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 503K | 940 | – |
| SPDR SER TR | S&P OILGAS EXP | 297K | 2K | – |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 277K | 7K | – |
| STARBUCKS CORP | COM | 225K | 3K | – |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 526K | 3K | – |
| TESLA INC | COM | 744K | 4K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 5M | 8K | – |
| TOAST INC | CL A | 998K | 39K | – |
| TRANSOCEAN LTD | REGISTERED SHS | 834K | 156K | – |
| TRINET GROUP INC | COM | 2M | 19K | – |
| UBER TECHNOLOGIES INC | COM | 4M | 58K | – |
| UNITEDHEALTH GROUP INC | COM | 6M | 11K | – |
| VALERO ENERGY CORP | COM | 238K | 2K | – |
| VANECK ETF TRUST | IG FLOATING RATE | 575K | 23K | – |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 272K | 3K | – |
| VANECK ETF TRUST | OIL SERVICES ETF | 3M | 11K | – |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 1M | 5K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 282K | 2K | – |
| VANGUARD INDEX FDS | TOTAL STK MKT | 452K | 2K | – |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 268K | 6K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 255K | 1K | – |
| VEEVA SYS INC | CL A COM | 2M | 9K | – |
| VERALTO CORP | COM SHS | 667K | 7K | – |
| VERIZON COMMUNICATIONS INC | COM | 959K | 23K | – |
| VISA INC | COM CL A | 6M | 21K | – |
| WALMART INC | COM | 312K | 5K | – |
| WASTE MGMT INC DEL | COM | 272K | 1K | – |
| WELLS FARGO CO NEW | COM | 251K | 4K | – |
| WILLIAMS COS INC | COM | 696K | 16K | – |
| WISDOMTREE TR | EMER MKT HIGH FD | 2M | 36K | – |
| WORKDAY INC | CL A | 3M | 12K | – |
| WYNN RESORTS LTD | COM | 4M | 49K | – |
| ZILLOW GROUP INC | CL C CAP STK | 654K | 14K | – |