INCOMAR INVESTMENTS, LLC

Overview

Incomar Investments, LLC is an owner-operated limited liability company that manages portfolios for individuals and families. The firm operates as a capital allocator, blending direct portfolio management with the selection of third-party advisers and managers. Its fee model is a percentage of assets under management, and it focuses on discretionary advisory relationships while maintaining a smaller set of non-discretionary accounts. The firm does not position itself as an ESG-focused manager and is not structured as a multi-state adviser. Investment activity centers on equity exposure through exchange-traded instruments alongside allocations to externally managed alternative strategies. The firm’s advisory mandate emphasizes tailored portfolios for high-net-worth clients, using both internally managed strategies and outsourced managers where specialized capabilities are required.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices