ILLUMEN CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2022
Total AUM
$295M
Discretionary
$295M
100% of AUM
Avg account
$49.1M
Accounts
6
Employees
10
Advisory reps
2

Firm details

Headquarters
OAKLAND, California
CRD number
305411
Registered since
April 28, 2022
Fee structure
Percentage of AUM, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Norris Dodson IV

    ManagerCRD 7193728

  • KATHLEEN TWOMEY

    Senior VP Finance and OperationsCRD 6051614

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth