Baluarte Capital US

Overview

Baluarte Capital US is a small, privately owned advisory firm operating as a limited liability company that acts as a capital allocator for high-net-worth individuals and families. The firm concentrates its coverage on discretionary and non-discretionary portfolio management for individuals and small businesses and supplements its in-house work by selecting third‑party advisers for specialized strategies. Its fee model combines a percentage-of-AUM charge with performance-based fees, which aligns incentives when delivering outsized returns or managing private strategies. Investment activity is concentrated in private-market exposure. A large portion of the firm’s managed assets sits in private funds, signaling a preference for illiquid, manager-driven investments rather than purely public-market strategies. Baluarte Capital US is not an active ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices