ILLUMEN CAPITAL MANAGEMENT, LLC

OAKLAND, California·4 registered advisors·CRD# 305411
SEC# 801-1247651510-250-1510
01

Firm Overview

AUM
$278M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: CARRIED INTEREST PAID TO THE GENERAL PARTNER
03

Specialties

Retirement Planning
04

Advisors at ILLUMEN CAPITAL MANAGEMENT, LLC

4 registered advisors
Berkeley M. Shervin
OAKLAND, California
Charles C. Wilkes
OAKLAND, California
Kathleen Jane Twomey
OAKLAND, California
Norris A. Dodson Iv
OAKLAND, California
05

Office Locations

OAKLAND, California
4 advisors

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Data sourced from SEC Form ADV filings. ILLUMEN CAPITAL MANAGEMENT, LLC (CRD# 305411) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.