Alamar Capital Management, LLC
Alamar Capital Management, LLC is a boutique independent registered investment adviser founded in 2010 and based in Santa Barbara, California. The firm acts as a fiduciary, providing customized investment management and oversight services primarily to high net worth individuals, charitable organizations, and pension/profit-sharing plans. It emphasizes ethical standards, having adopted the CFA Institute Code of Ethics. The firm has 3-4 employees and serves US-based clients.
Investment Strategy
Alamar Capital Management delivers tailored investment management, with an emphasis on acting as a fiduciary and upholding the highest ethical standards. The firm provides discretionary investment management, primarily serving high net worth individuals but also serving pension plans and charitable organizations. Alamar's approach often involves diversified equity and fixed income portfolios, using a thorough research and risk management process to meet clients’ objectives, while focusing on long-term growth and preservation of capital. The firm does not sell proprietary products and is committed to alignment with client interests.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 11.05% | $20.4M | 35,782 | $516.33 | $568.03 | +$5.1M |
E EFA | ISHARES TR | 4.21% | $7.8M | 86,887 | $80.72 | $89.39 | +$2.0M |
P PGR | PROGRESSIVE CORP | 3.42% | $6.3M | 23,634 | $209.46 | $266.86 | -$593.9K |
S SHY | ISHARES TR | 3.38% | $6.2M | 75,371 | $82.36 | $82.86 | +$1.0M |
A AGG | ISHARES TR | 3.35% | $6.2M | 62,242 | $97.34 | $99.20 | +$595.9K |