ALDEMAR RESEARCH CORPORATION

Overview

Aldemar Research Corporation is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. Founded and SEC-registered in 2018, the firm is owned by an individual and structures client billing with a mix of percentage-of-AUM, hourly and fixed fees. The firm’s stated allocation preference is equities; its filings show a clear tilt toward exchange-traded public markets rather than private or illiquid strategies. Aldemar is not an active ESG investor, and it does not identify as a multi-state or pension consulting adviser. Investment activity is implemented primarily on a discretionary basis across most client relationships, with a small portion of assets managed on a non-discretionary basis. The client base spans both individual & family clients and institutional relationships, indicating the firm runs both household and pooled/institutional-style mandates as appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices