MIRADOR CAPITAL PARTNERS

RIASEC RegisteredEst. 2014

Total AUM

$934M

Discretionary

$934M

100% of AUM

Avg account

$433K

Accounts

2,159

Employees

Advisory reps

Firm details

Headquarters: PLEASANTON, California
CRD number: 173764
Registered since: November 21, 2014
Website: www.miradorcp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI80.91%
Individuals13.26%
Pension & Profit Sharing Plans3.03%
Corporations / Businesses1.88%
Charitable Organizations0.92%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Mirador Capital Partners is an SEC-registered independent registered investment adviser formed in 2014 and organized as a limited partnership. The firm serves both individual/family clients and institutional accounts, offering financial planning and portfolio management across individuals, small businesses and institutions; pension consulting services are also listed among its advisory activities. Fee arrangements are flexible and include percentage-of-AUM billing, fixed fees, hourly charges and performance-based fees. The firm is not registered as a multi-state adviser and does not identify as an active ESG investor. Mirador was recognized on FA Magazine’s Top RIA Firms list in 2020. Mirador lists use of external third‑party managers for alternative investments, while its own classification indicates it is not primarily a capital allocator. Custody is concentrated, with the firm reporting the vast majority of assets held at a single custodian.