ALAMAR CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- SANTA BARBARA, California
- CRD number
- 154413
- Registered since
- July 16, 2020
- Website
- alamarcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.26%
- Pension & Profit Sharing Plans8.34%
- Charitable Organizations6.82%
- Individuals1.47%
- Corporations / Businesses0.11%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Alamar Capital Management, LLC is an SEC-registered investment adviser organized as an LLC and first registered in 2020. The firm manages assets for both individual and family clients as well as institutional clients, operating on a percentage-of-AUM fee model. Its advisory scope includes discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Alamar does not identify as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities67%
- Public Funds/Mutual Funds19%
- Cash & Cash Equivalents11%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
1 of 1GEORGE THARAKAN
Co-Founder and Chief Investment OfficerCRD 4913320
Contacts
1 of 1LEO MURPHY
Co-Founder & PresidentCRD 2962473
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$70.5M in ETFs
95%
$67.1M
0%
$3.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $23M | 38,539 | 32.65% |
Location
SANTA BARBARA, CA
SANTA BARBARA
Location
SANTA BARBARA, CA
Headquartered in SANTA BARBARA, CA, in the West of the United States.
- Region
- West
- County
- SANTA BARBARA
- Address
- 200 E Carrillo St
- Time zone
- PT (UTC-8)
- Office locations
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