Barking Sands Capital

Overview

Barking Sands Capital is a small, independent registered investment adviser that focuses on managing portfolios for individuals and families while also acting as a capital allocator to outside managers. The firm combines financial planning and discretionary portfolio management for individuals and small businesses with a role as an insurance broker, which informs its use of insurance products such as annuities alongside traditional investments. Barking Sands Capital charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and offers selection-of-other-advisers services, indicating it places and oversees third-party managers when appropriate. Investment preferences skew toward equities as the core allocation, with a clear preference for exchange-traded instruments. The firm does not position itself as an ESG-focused investor. As a small adviser with direct involvement in insurance distribution, Barking Sands tends to blend liquid public market exposures with allocations to third-party alternative managers in areas such as real estate, commodities, and oil & gas.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices