Bustamante & Co

Overview

Bustamante & Co. is a small, privately held limited liability company that provides portfolio management to individuals, families and small businesses as well as to business or institutional clients. The firm charges asset-based fees and may also assess performance-based fees. Its client base is described as individual and family investors, and it does not identify as an active ESG investor or a multi-state adviser. Registration year with the SEC is not specified in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives