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 institutional-focused investment adviser that concentrates on managing pooled investment vehicles. The firm is registered with the SEC (2022) and lists its ownership structure as a combination of a domestic entity and an individual. Its advisory activity centers on acting as manager and sponsor of pooled vehicles, including operating in roles such as general partner or managing member for those funds. Investment activity is concentrated on private fund management rather than retail advisory. The firm charges fees tied to assets under management (and other fee arrangements) and operates with fully discretionary mandates across the assets it manages. Illumen is not positioned as an ESG-active investor and its business does not show pension consulting or related-adviser arrangements.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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