Overview
Assets Under Management: $251 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 82
Average Client Assets: $3 million
Frequently Asked Questions
ALAMAR CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154413), ALAMAR CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ALAMAR CAPITAL MANAGEMENT, LLC is headquartered in SANTA BARBARA, CA.
ALAMAR CAPITAL MANAGEMENT, LLC serves 82 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, ALAMAR CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ALAMAR CAPITAL MANAGEMENT, LLC manages $251 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, ALAMAR CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.43
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 209
Discretionary Accounts: 209
Regulatory Filings
CRD Number: 154413
Last Filing Date: 2025-02-28 00:00:00
Website: https://alamarcapital.com