BUSTAMANTE & CO

Overview

Bustamante & Co. is a limited liability company that focuses on providing portfolio management services primarily for individuals and families. The firm operates with a fee structure that includes a percentage of assets under management and performance-based fees. Although it does not actively engage in ESG investing, Bustamante & Co. has carved a niche in managing portfolios for both individuals and small businesses as well as larger institutions. The firm is not classified as a capital allocator and does not have affiliations with other advisers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices