{ "crd_number": 269873, "slug": "luminate-capital-partners-san-francisco-ca-269873", "primary_business_name": "LUMINATE CAPITAL PARTNERS", "legal_name": "LUMINATE CAPITAL MANAGEMENT, INC.", "dbas": [ "LUMINATE CAPITAL MANAGEMENT, INC." ], "city": "San Francisco", "state": "CA", "country": "United States", "cbsa_code": "41860", "metro": { "cbsa_code": "41860", "common_name": "San Francisco", "msa_name": "San Francisco-Oakland-Fremont, CA", "path": "/advisors/ca/san-francisco" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2018-07-27", "years_registered": 8, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 3818680175.0, "raum_discretionary": 3818680175.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 10, "advisory_employees": 5, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 3818680175.0, "count": 12 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA" ], "websites": [ "https://linkedin.com/COMPANY/LUMINATE-CAPITAL/ABOUT", "https://luminatecapital.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269873", "city_as_filed": "SAN FRANCISCO", "url": "https://advisorcensus.com/firm/luminate-capital-partners-san-francisco-ca-269873", "display_name": "Luminate Capital Partners", "summary": "Luminate Capital Partners is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Luminate Capital Partners (CRD 269873): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Luminate Capital Partners compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Luminate Capital Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Where is Luminate Capital Partners located?", "a": "Luminate Capital Partners' principal office is in San Francisco, CA, according to its Form ADV." }, { "q": "Is Luminate Capital Partners registered with the SEC or a state?", "a": "Luminate Capital Partners is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 269873." }, { "q": "How much does Luminate Capital Partners manage?", "a": "Luminate Capital Partners reports $3,818,680,175 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Luminate Capital Partners' assets and staff changed since 2021?", "a": "In the Form ADV data for Luminate Capital Partners: Regulatory assets under management: $1,017,455,781 in the October 2021 data and $3,818,680,175 in the October 2026 data, up 275%. Total employees: 11 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Luminate Capital Partners serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (12)." }, { "q": "Does Luminate Capital Partners report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/269873" }, { "q": "What changed in Luminate Capital Partners' recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 9 to 5. Regulatory assets under management went from $3,296,616,338 to $3,818,680,175 (+16%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 1017455781.0, "total_employees": 11, "filing_date": "2021-03-31" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2085426179.0, "total_employees": 11, "filing_date": "2022-03-31" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2265919646.0, "total_employees": 10, "filing_date": "2023-03-31" }, { "period": "2024-10-01", "regulatory_assets_under_management": 2518711943.0, "total_employees": 11, "filing_date": "2024-03-28" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3296616338.0, "total_employees": 12, "filing_date": "2025-03-31" }, { "period": "2026-10-01", "regulatory_assets_under_management": 3818680175.0, "total_employees": 10, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 9 to 5.", "Regulatory assets under management went from $3,296,616,338 to $3,818,680,175 (+16%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/luminate-capital-partners-san-francisco-ca-269873.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 12, "fewer_than_5": false, "raum": 3818680175.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/269873", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }