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Alamar Capital Management, LLC

Alamar Capital Management, LLC. CRD 154413

A

CRD: 154413

Alamar Capital Management, LLC

$260.3M Total AUM
$235.7M Disc. AUM
8.3% 3Y CAGR
3 Employees
103 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
Clients
Retail and Institutional
Platforms
Available
Established Date
11-15-2010
Office Locations
1

Office Locations

200 E Carrillo Suite 304 Santa Barbara CA

About Alamar Capital Management, LLC

Alamar Capital Management is a boutique independent RIA providing customized investment management and comprehensive advisory solutions for select families and institutional investors. Portfolios are built largely with ETFs and other public funds, with cash and government/municipal bonds as needed. The team invests personally in its strategies, operates as a fiduciary, and emphasizes institutional custody and third-party reporting via large global banks.

Team overview

51 AVG AGE
$130.2M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
15.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age

Insights

Available
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Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

LEO JOHN MURPHY

LEO JOHN MURPHY

Chief Compliance Officer, Chief Executive Officer, President

CRD
#2962473
Ownership
50% but less than 75%
Available
Available
Available
GEORGE MATHEW THARAKAN

GEORGE MATHEW THARAKAN

Chief Investment Officer, Director

CRD
#4913320
Ownership
50% but less than 75%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-19-2022
09-05-2023
06-21-2024
02-28-2025
03-26-2026
Category Assets AVG. Account size
Discretionary $235,716,045 $1,288,066
Non-Discretionary $24,594,052 $1,756,718
Total $260,310,097 $1,321,371

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Municipal Bonds:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Municipal Bonds Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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