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Building 2ALAMAR CAPITAL MANAGEMENT, LLC

Map pinSANTA BARBARA, CA
Phone805-897-1144
NotebookSEC #801-119070
Total AUM
$260.3M
Employees
3
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
200 E CARRILLO
SUITE 304
SANTA BARBARA
CA 93101
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
805-897-1144

ReceiptFinancials

Total AUM
$260.3M
Accounts
197
Discretionary
$235.7M
Accounts
183
Non-Discretionary
$24.6M
Accounts
14

ContactClients

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Individual Clients
14
AUM
$3.8M
HNW Individual Clients
76
AUM
$216.7M
Pension/Profit Sharing Plan Clients
9
AUM
$21.7M
Charitable Organization Clients
3
AUM
$17.7M
Corporation or Business Clients
1
AUM
$295.2K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAILTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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