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Gerardo Martinez

@Mirador Capital Partners Lp

Latest period2024 - Q4ReportedManaged Assets$551.621MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DEMWisdomtree Tr
Recent Activity
Decreased -1.09%
0.27%
$1.487M
36,718 shares@ $40.49 avg price
MGRCMcgrath Rentcorp
Recent Activity
Decreased -3.06%
0.27%
$1.466M
13,107 shares@ $111.83 avg price
VVRInvesco Sr Income Tr
Recent Activity
Decreased -10.09%
0.27%
$1.465M
370,788 shares@ $3.96 avg price
SSDSimpson Mfg Inc
Recent Activity
Decreased -2.9%
0.24%
$1.275M
7,687 shares@ $165.84 avg price
COOCooper Cos Inc
Recent Activity
Decreased -3.26%
0.23%
$1.228M
13,360 shares@ $91.94 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -0.02%
0.21%
$1.141M
4,712 shares@ $242.14 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -0.44%
0.19%
$1.002M
5,979 shares@ $167.66 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -15.42%
0.15%
$810,796
4,627 shares@ $175.24 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -0.07%
0.15%
$806,914
16,298 shares@ $49.52 avg price
TSLXSixth Street Specialty Lendi
Recent Activity
Decreased -0.07%
0.15%
$798,382
37,483 shares@ $21.3 avg price