Illumen Capital Management, LLC
Firm details
- Headquarters
- Oakland, California
- CRD number
- 305411
- Registered since
- April 28, 2022
- Website
- www.illumencapital.com
- Fee structure
- Percentage of AUM, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Illumen Capital Management, LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm was registered in 2022 and serves an institutional client base, charging fees on a percentage-of-AUM basis (with other fee components noted). Its advisory focus is portfolio management for pooled investment vehicles, and it also functions as an investment sponsor and general partner or managing member of those vehicles. Illumen is not identified as an active ESG investor, it is not a multi-state adviser, and it does not present itself as a pension consultant. The regulatory snapshot indicates the firm is owned by a mix of a domestic entity and individuals and that it is not classified as a capital allocator in the dataset.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Norris Dodson Iv
ManagerCRD 7193728

Kathleen Twomey
Senior VP Finance and OperationsCRD 6051614
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Oakland, CA
Alameda
Location
Oakland, CA
Headquartered in Oakland, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 2323 Broadway
- Time zone
- PT (UTC-8)
- Office locations
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