Alamar Capital Management, LLC
Firm details
- Headquarters
- Santa Barbara, California
- CRD number
- 154413
- Registered since
- July 16, 2020
- Website
- alamarcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.26%
- Pension & Profit Sharing Plans8.34%
- Charitable Organizations6.82%
- Individuals1.47%
- Corporations / Businesses0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Alamar Capital Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration recorded in 2020) and operates on a percentage-of-assets fee model. Its client base spans high-net-worth individuals and families as well as institutional accounts. Advisory services include portfolio management for individuals and small businesses, portfolio management for institutions, and pension consulting services. The firm does not describe itself as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents11%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$80M in ETFs
95%
$76.2M
0%
$3.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $24.5M | 34,934 | 30.59% |
Location
Santa Barbara, CA
Santa Barbara
Location
Santa Barbara, CA
Headquartered in Santa Barbara, CA, in the West of the United States.
- Region
- West
- County
- Santa Barbara
- Address
- 200 E Carrillo St
- Time zone
- PT (UTC-8)
- Office locations
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