LUMINATE CAPITAL PARTNERS

RIASEC RegisteredEst. 2018
Total AUM
$3.8B
Discretionary
$3.8B
100% of AUM
Avg account
$318M
Accounts
12
Employees
10
Advisory reps
3

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
269873
Registered since
July 27, 2018
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Luminate Capital Partners is a private equity manager that advises and sponsors pooled investment vehicles for institutional clients. The firm functions as sponsor/GP and managing member on its private funds, running portfolio management for pooled vehicles while also allocating to select external alternative managers. Its fee model combines a percentage-of-AUM management fee with performance-based carried interest or incentive fees. Luminate is organized as a corporation, registered with the SEC since 2018, and does not position itself as an active ESG investor or a multi-state adviser. Investment activity centers on private equity strategies; the firm structures and manages closed-end private funds and participates in third-party private equity and hedge fund investments as part of its allocation toolkit. As a manager of pooled vehicles, Luminate focuses on delivering fund-level performance to institutional limited partners rather than retail account management.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • KATHERINE SCOTT

    CFO - Alpha AssociatesCRD 6928752

Contacts

2 of 2
  • HOLLIE HAYNES

    Founder and Managing PartnerCRD 2378710

  • JAMES HAYNES

    TrusteeCRD 2408166

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
1 Letterman Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth