DBA: LUMINATE CAPITAL PARTNERS
| Total AUM | $3.82B |
| Discretionary | $3.82B100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $318.2M |
| Employees | 10 |
| Peak AUM | $3.82BMar 2026 |
| AUM CAGR | +39.0% /yrover 8 yrs · 12 filings |
Total AUM
$3.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.8B | +15.8% | +19.0% | +30.3% | |
| Discretionary AUM | |||||
| Total AUM | $3.82B |
| Discretionary | $3.82B |
| Employees | 10 |
| Client Accounts | 12 |
Address
1 LETTERMAN DRIVE
SAN FRANCISCO CA 94129
Phone
415-278-1506
Filing History
12 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $3.8B |
| +15.8% |
| +19.0% |
| +30.3% |
| Total Accounts | 12 | +20.0% | +14.5% | +19.1% |
| Avg Account Size | $318M | 3.5% | +4.0% | +9.4% |
| Employees | 10 | 16.7% | 0.0% | 1.9% |
| AUM / Employee | $382M | +39.0% | +19.0% | +32.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $3.8B | +15.8% | +19.0% | +30.3% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | +20.0% | +14.5% | +19.1% | |