LUMINIST CAPITAL, LLC

Asset Manager

Founded in Hidden

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  2. Assets Under Management: Hidden

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First Republic buys an eight-year-old RIA for $115 million

First Republic Bank is acquiring Constellation Wealth Advisors LLC for approximately $115 million. The San Francisco-based bank is making the deal through its subsidiary, First Republic Investment Management Inc., for the eight year-old New York and Menlo ...

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RIA Biz
June 16, 2015
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Company Overview of Luminous Capital, LLC

Luminous Capital, LLC is an employee owned investment manager. The firm also provides financial planning and consulting services, such as estate planning and educational planning services, to its clients. It primarily provides its services to high net ...

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Bloomberg
June 30, 2015
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Luminous capital, LLc

Our clients have substantial wealth and their financial circumstances are often complex, with concentrated positions in illiquid securities, tax issues, and contingent liabilities which impact asset allocation decisions. We strive to understand our clients ...

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Wealth Management
June 9, 2015
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Focus bolsters recruiting

Matt Sonnen, the former chief operating officer of Luminous Capital LLC, will help breakaway brokers set up and improve their practices. Luminous, started by former Merrill Lynch & Co. Inc. advisers David Hou and Mark Sear, may be the most successful ...

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Investment News
April 13, 2013
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Fitch Affirms First Republic's IDR at 'BBB+'; Outlook Positive

However, core net interest margin compression has been in line with peers. Fitch views the acquisition of Luminous Capital, LLC favorably as it helps to diversify revenues and reduce reliance on spread income. Just 13% of revenues were derived from fee ...

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Reuters
May 7, 2013
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Focus Strengthens Breakaway Offering with Strategic Hires

Prior to joining Focus, Mr. Sonnen was the COO of Luminous Capital, LLC, where he was instrumental in navigating its exit out of Merrill Lynch in 2008. Luminous recently sold itself to a bank. Previously, he worked at Merrill Lynch and Los Angeles-based ...

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Business Wire
April 8, 2013
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First Republic Bank (FRC): New Analyst Report from Zacks Equity Research - Zacks Equity Research Report

The company provides wealth management as well as trust services through First Republic Investment Management, Inc. and First Republic Trust Company, respectively. First Republic has strategically aligned its operations into two major business segments ...

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NASDAQ
December 4, 2013
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AMR Corporation, et al.

Lawyers, advisers and other professional services firms who worked on the bankruptcy case of former American Airlines parent AMR Corp. scored $375 million in fee awards with Weil Gotshal & Manges LLP leading the way with $74.5 million and then Debevoise ...

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Law 360
July 31, 2014
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BrightScope Releases the Top 25 Los Angeles Area-Based Registered Investment Advisor Firms With the Most Assets Under Management

Top 25 Los Angeles area-based advisors by total assets under management: Company - Total assets under management 1. Everett Harris & Co - $5.3B 2. Luminous Capital, LLC - $3.8B 3. ICG Advisors, LLC - $2.6B 4. Churchill Management Group - $2.6B 5.

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Yahoo Finance
November 2, 2011
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First Republic Buys Luminous Capital

Luminous Capital LLC, an independent wealth advisory firm started by a group of Merrill Lynch employees in 2008, is being sold to First Republic Investment Management Inc., a wholly owned subsidiary of First Republic Bank, the two firms announced Tuesday.

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Financial Advisor Magazine
November 6, 2012
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The RIA giants: $124B in assets and counting

“Their growth has been very impressive,” said Julie Cooling, founder and chief executive of RIA Database. SCS Capital Management LLC also drew praise from Ms. Cooling, who noted that the firm placed third on the top 50 list, with $5.6 billion in ...

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Investment News
September 19, 2009
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