Baluarte Capital US
Firm details
- Headquarters
- ,
- CRD number
- 328830
- Custodians
- UBS ASSET MANAGEMENT (US) INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Baluarte Capital US is an independent registered investment adviser organized as an LLC that positions itself as a capital allocator for individual and family clients. The firm offers portfolio management for individuals and small businesses and also performs selection of other advisers, indicating a model that mixes direct portfolio work with third‑party manager sourcing. Its compensation includes both a percentage‑of‑AUM fee and performance‑based fees. Baluarte does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
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
- Private Funds75%
- US Government Bonds15%
- Investment Grade Corp Bonds8%
- Public Funds/Mutual Funds2%
Contacts
3 of 4Jametriss Faggett
Registered Financial ProfessionalCRD 8086916
Claudio Skilnik
Investment Adviser RepresentativeCRD 6025611
Luiz Cunha
Investment Adviser RepresentativeCRD 8111255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Austin 180 Advisory Group LLC
RIAAustin, TX
The Retirement Solutions Group
RIATrue Life Wealth Management, LLC
RIATampa, FL
Mcclain Value Management, LLC
RIANew Canaan, CT
Evolution Financial LLC
RIAMadison, WI
Keystone Wealth Advisors, LLC
RIAReno, NV