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MIRADOR CAPITAL PARTNERS

Legal name: MIRADOR CAPITAL PARTNERS, LP

CRD 173764File 801-80585
APPROVED
Retail clients
Custody
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$1.01B
Clients
662
2,249 accounts
Employees
15
Above cohort median in CA

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
SFRO
Registration date
Nov 21, 2014
Principal office
6700 KOLL CENTER PARKWAY, SUITE 230, PLEASANTON, CA, 94566
Phone
925-621-1000

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.01B
Discretionary AUM
$1.01B
Non-discretionary AUM
$0
Discretionary accounts
2,249
Non-discretionary accounts
0
Total accounts
2,249
AUM per client
$1.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other7$16.6M
Charitable organizations8$9.3M
High net worth individuals235$840.8M
Pension and profit sharing plansFewer than 5$28.9M
Individuals (other than high net worth individuals)412$112.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Jul 1, 2026Clients644662increased by18
Jul 1, 2026AUM$934,326,816$1,008,325,229increased by$73,998,413
Jul 1, 2026Accounts2,1592,249increased by90
Apr 1, 2026Employees1415increased by1
Apr 1, 2026Clients641644increased by3
Apr 1, 2026AUM$901,733,303$934,326,816increased by$32,593,513
Apr 1, 2026Accounts2,5722,159decreased by413
Dec 1, 2025
vs May 1, 2025
Clients614641increased by27
Dec 1, 2025
vs May 1, 2025
AUM$754,155,566$901,733,303increased by$147,577,737
Dec 1, 2025
vs May 1, 2025
Accounts2,4872,572increased by85
May 1, 2025
vs Oct 1, 2022
Employees1214increased by2
May 1, 2025
vs Oct 1, 2022
Clients530614increased by84
May 1, 2025
vs Oct 1, 2022
AUM$632,113,940$754,155,566increased by$122,041,626
May 1, 2025
vs Oct 1, 2022
Accounts1,8562,487increased by631
Apr 1, 2022Employees1312decreased by1

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “MIRADOR CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MIRADOR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.