Alamar Capital Management, LLC

RIASEC RegisteredEst. 2020
Total AUM
$260M
Discretionary
$236M
91% of AUM
Avg account
$1.3M
Accounts
197
Employees
3
Advisory reps
2

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

FINTRX

Overview

Alamar Capital Management, LLC is an independent SEC-registered registered investment adviser organized as an LLC and operating since 2020. The firm charges fees based on a percentage of assets under management and serves both individual/family and institutional clients. Its advisory services center on discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm reports it is not an active ESG investor and is not structured as a capital allocator; it is owned by an individual.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 19%, Cash & Cash Equivalents 11%, State & Local Bonds 2%, US Government Bonds 1%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds19%
  • Cash & Cash Equivalents11%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

1 of 1
  • George Tharakan

    George Tharakan

    Co-Founder and Chief Investment OfficerCRD 4913320

Contacts

1 of 1
  • Leo Murphy

    Leo Murphy

    Co-Founder & PresidentCRD 2962473

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 26

Active vs passive

$75.6M in ETFs

Passive

95%

$71.8M

Active

0%

$3.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$25M36,41133.07%
Unlock additional holdings →

Location

Primary office

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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