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ALAMAR CAPITAL MANAGEMENT, LLC
200 E Carrillo
Suite 304
Santa Barbara, California 93101
Tel: 805-897-1144
About ALAMAR CAPITAL MANAGEMENT, LLC
ALAMAR CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ALAMAR CAPITAL MANAGEMENT, LLC. The firm was established in 07/16/2020. They have over 1 offices throughout the country.
ALAMAR CAPITAL MANAGEMENT, LLC is a Santa Barbara, California based Financial Planning firm with nearly $251,395,704 assets under management, offering retirement planning & investment advisory services to 209 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154413 |
| SEC# | 801-119070 |
| Assets Managed by Firm | $251,395,704 |
| No. of Clients | 209 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 209 | $251,395,704 |
| Individuals (other than high net worth individuals) | 15 | $3,917,408 |
| High net worth individuals | 82 | $217,282,145 |
| Pension and profit sharing plans | 5 | $14,607,970 |
| Charitable organizations | 3 | $14,575,566 |
| Corporations or other businesses | 3 | $1,012,615 |
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