Gerardo Martinez

@Mirador Capital Partners Lp

Latest period2024 - Q4

Reported3d ago

Managed Assets$551.621M

Total holdings196

Assets growth rate-0.74%

Assets growth rate (2-Q avg)1.9%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mirador Capital Partners Lp's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 196 positions.

Assets under management

The assets under management (AUM) of Mirador Capital Partners Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 551.621M in assets, with a quarterly growth rate of -0.74% and a 2-quarter average growth rate of 1.9%. The portfolio is managed by Gerardo Martinez, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CRSPCrispr Therapeutics Ag Recent Activity New Position	0.06%	$296,617 7,536 shares@ $39.37 avg price	New Position
SOFISofi Technologies Inc Recent Activity New Position	0.06%	$286,455 18,601 shares@ $15.4 avg price	New Position
MSMorgan Stanley Recent Activity New Position	0.05%	$241,005 1,917 shares@ $125.72 avg price	New Position
KBHKb Home Recent Activity New Position	0.05%	$238,761 3,633 shares@ $65.73 avg price	New Position
CGCarlyle Group Inc Recent Activity New Position	0.05%	$234,702 4,648 shares@ $50.5 avg price	New Position
DESWisdomtree Tr Recent Activity New Position	0.05%	$232,437 6,767 shares@ $34.35 avg price	New Position
MAMastercard Incorporated Recent Activity New Position	0.04%	$217,088 412 shares@ $526.92 avg price	New Position
VOOVanguard Index Fds Recent Activity New Position	0.04%	$214,130 397 shares@ $539.38 avg price	New Position
UDMYUdemy Inc Recent Activity New Position	0.03%	$148,140 18,000 shares@ $8.23 avg price	New Position
MOVEMovano Inc Recent Activity New Position	0.03%	$129,492 23,980 shares@ $5.4 avg price	New Position