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| Alamar Capital Management LLC
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|---|---|
| CRD # | 154413 |
| SEC # | 801-119070 |
| CIK # | 0001846995 |
| AUM | 260.3 M (2026-03-26) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 805-897-1144 |
| Address | 200 E Carrillo Santa Barbara, CA 93101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sandisk Corp | 10.6 | ||
| Amphenol Corp /DE/ | 4.2 | ||
| HCA Holdings Inc | 4.0 | ||
| Tradeweb Markets Inc | 3.6 | ||
| Progressive Corp/Oh/ | 3.1 | ||
| Netflix Inc | 3.0 | ||
| Okta Inc | 2.8 | ||
| Tyco Electronics Ltd | 2.6 | ||
| Airbnb Inc | 2.5 | ||
| Appfolio Inc | 2.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 3.8 |
| (b) Individuals (high net worth individuals) | 76 | 216.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 21.7 |
| (h) Charitable organizations | 3 | 17.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 197 | 260.3 |
| By Discretionary | ||
| Discretionary | 183 | 235.7 |
| Non-Discretionary | 14 | 24.6 |
| Total | 197 | 260.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 260.3 | |
| Total | 197 | 260.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846995] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Viawealth LLC
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GLR Partners LLC
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Banker Investment Group Inc
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Brendel Financial Advisors LLC
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Vistica Wealth Advisors LLC
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RFM Financial Solutions LLC
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MI | 260.1 M |
|
Greenstone Belt Wealth Advisors LLC
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IL | 260.1 M |
|
Capital Financial Advisors of New York LLC
✚
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NY | 260.0 M |
|
Bridge Generations Wealth Management LLC
✚
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FL | 259.8 M |