{
  "crd_number": 173764,
  "slug": "mirador-capital-partners-pleasanton-ca-173764",
  "primary_business_name": "MIRADOR CAPITAL PARTNERS",
  "legal_name": "MIRADOR CAPITAL PARTNERS, LP",
  "dbas": [],
  "city": "Pleasanton",
  "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": "2014-11-21",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": 1008325229.0,
  "raum_discretionary": 1008325229.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 15,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 9308842.0,
      "count": 8
    },
    "individuals": {
      "raum": 112695982.0,
      "count": 412
    },
    "pension_profit_sharing": {
      "raum": 28867290.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 840807315.0,
      "count": 235
    },
    "corporations_other_businesses": {
      "raum": 16645800.0,
      "count": 7
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "HI",
    "ID",
    "KY",
    "LA",
    "NV",
    "NY",
    "OR",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/MIRADORCAPITAL",
    "https://linkedin.com/COMPANY/3719903",
    "https://miradorcp.com",
    "https://twitter.com/MIRADORCAPITAL?LANG=EN",
    "https://youtube.com/@miradorcapitalpartners"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173764",
  "city_as_filed": "PLEASANTON",
  "url": "https://advisorcensus.com/firm/mirador-capital-partners-pleasanton-ca-173764",
  "display_name": "Mirador Capital Partners",
  "summary": "Mirador Capital Partners is an SEC-registered investment advisory firm in Pleasanton, CA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 23, 2026.",
  "citation": "AdvisorCensus. Mirador Capital Partners (CRD 173764): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Mirador Capital Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Mirador Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Mirador Capital Partners charge?",
      "a": "Its Form ADV Part 2A brochure dated June 19, 2026 states: Flat fee: up to $2,500 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Mirador Capital Partners located?",
      "a": "Mirador Capital Partners' principal office is in Pleasanton, CA, according to its Form ADV; the August 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Mirador Capital Partners registered with the SEC or a state?",
      "a": "Mirador Capital Partners is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173764."
    },
    {
      "q": "How much does Mirador Capital Partners manage?",
      "a": "Mirador Capital Partners reports $1,008,325,229 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Mirador Capital Partners' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Mirador Capital Partners: Regulatory assets under management: $604,859,215 in the October 2021 data and $1,008,325,229 in the October 2026 data, up 67%. Total employees: 13 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Mirador Capital Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (412); high net worth individuals (235); charitable organizations (8)."
    },
    {
      "q": "Which custodians does Mirador Capital Partners use?",
      "a": "Mirador Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Mirador 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/173764"
    },
    {
      "q": "What changed in Mirador Capital Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Added an office in San Francisco, CA. Registered or notice-filed in KY, OR, VA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 604859215.0,
      "total_employees": 13,
      "filing_date": "2021-08-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 632113940.0,
      "total_employees": 12,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 620626658.0,
      "total_employees": 12,
      "filing_date": "2023-09-07"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 668131477.0,
      "total_employees": 14,
      "filing_date": "2024-06-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 754155566.0,
      "total_employees": 14,
      "filing_date": "2025-06-20"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1008325229.0,
      "total_employees": 15,
      "filing_date": "2026-07-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Added an office in San Francisco, CA.",
        "Registered or notice-filed in KY, OR, VA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Regulatory assets under management went from $754,155,566 to $901,733,303 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $2,500 (financial planning and consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $2,500 (financial planning and consulting services)"
        ],
        "quotes": [
          "Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $2,500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 2500.0,
          "period": "one_time",
          "service": "financial planning and consulting services"
        }
      ]
    },
    "quotes": [
      "Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $2,500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mirador-capital-partners-pleasanton-ca-173764.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 412,
      "fewer_than_5": false,
      "raum": 112695982.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 235,
      "fewer_than_5": false,
      "raum": 840807315.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 28867290.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 8,
      "fewer_than_5": false,
      "raum": 9308842.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 7,
      "fewer_than_5": false,
      "raum": 16645800.0
    }
  ],
  "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/173764",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}