Alamar Capital Management, LLC
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Overview
Alamar Capital Management, LLC is a financial advisory firm headquartered in Santa Barbara, California. The company handles $172.2 million in assets throughout 197 client accounts, making it a mid-tier firm in the country by assets under management (AUM). Alamar Capital Management, LLC has a small team, including 3 financial advisors. Alamar Capital Management, LLC does not act as a registered broker-dealer, meaning it cannot buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets like stocks, options and bonds.
Alamar Capital Management, LLC manages all of the company's accounts in a discretionary manner. Discretionary management means that transaction judgments for the client's account are made by an investment advisor without needing the customer's consent. Alamar Capital Management, LLC's typical account size is $874,325. The average financial advisor at Alamar Capital Management, LLC administers around 66 client accounts, making it about average in terms of personalization.
The firm's main office is located at 200 E Carrillo, Santa Barbara, California 93101. It is legally registered to provide services to investors across a number of states, including California, Illinois and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Alamar Capital Management, LLC by the Numbers
$172.2 million
4
197
$874.3 thousand
Fee Structure
Fees charged by financial advisors usually are based on which service is provided. However, fees charged by Alamar Capital Management, LLC typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Alamar Capital Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors, high net worth investors and pension plans. Out of its 197 customers, Alamar Capital Management, LLC's largest client is high net worth investors, though it also manages money for 89 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.
- High-Net-Worth Individuals* - 80.91%
- Other Individuals - 10.91%
- Corporations - 8.18%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Alamar Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Alamar Capital Management, LLC
Santa Barbara, CA
Santa Barbara, CA
Winnetka, IL
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