Bluemar Capital Management, LLC
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Overview
Bluemar Capital Management, LLC operates as a financial advisor company based in Miami, Florida. Bluemar Capital Management, LLC oversees $260.7 million in assets under management throughout 11 customer accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). It has a small team, including 3 financial advisors. Bluemar Capital Management, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as options, bonds and stocks.
Bluemar Capital Management, LLC manages all of the company's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor makes transaction choices for the client's account without needing to seek the client's authorization. The company oversees roughly $23.7 million in assets for each account. The average financial advisor at Bluemar Capital Management, LLC oversees around four client accounts, placing it among the most personalized advisor firms in the country.
The company's main office is located at 1221 Brickell Avenue, Miami, Florida 33131.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Bluemar Capital Management, LLC by the Numbers
$260.7 million
6
11
$23.7 million
Fee Structure
Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by the company most likely are comprised of some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Bluemar Capital Management, LLC works with pooled investment vehicles. Out of its 11 clients, Bluemar Capital Management, LLC's largest client group by number of accounts is pooled investment vehicles. Around 75% of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- 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
Bluemar Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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