SAN Blas Capital, LLC

Overview

SAN Blas Capital, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients. The firm combines financial planning and discretionary portfolio management with advisory work for small businesses and institutional clients, and it lists pension consulting among its service set. Its fee model is flexible — charging asset-based fees alongside hourly and fixed fees, and it may use performance-based fee arrangements for certain mandates. Investment activity is heavily tilted toward publicly traded equities. The adviser appears to favor equity-centric portfolios deployed through exchange-traded vehicles and individual stock positions, with a secondary use of third-party alternative fund managers for exposures such as real estate, commodities and multi-manager funds. The firm also functions as an intermediary for other financial products, which suggests it can layer separately managed accounts, mutual funds and alternative fund investments to construct client solutions.

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Location & Offices