$45.0M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
2 Employees
76 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Oak
- Established Date
- 03-15-2007
- Office Locations
- 1
Office Locations
5125 County Rd. 101 Suite 105 Minnetonka MN
About Barking Sands Capital
Barking Sands Capital is an RIA serving retail and institutional clients with active portfolio management and integrated financial planning that spans tax, insurance, legal, and retirement considerations. Portfolios emphasize core equity stock selection alongside ETF and investment-grade corporate bond exposure, with risk management embedded. Based in Michigan with a Minnesota office; custody includes Altruist.
Team overview
45 AVG AGE
$22.5M AVG AUM / ADVISOR
$592.1K AVG AUM / CLIENT
15.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Alpha glacier Vertex north Crest foundation
Client Personas
Radial
Custodian
Capital Ridge Ember ridge Radial Radial
Investment Themes
Foundation Quantum Bridge
Investment Vehicles
Momentum frontier
Services
Foundation Legacy Summit horizon Ridge eagle Pioneer Prime alpha Catalyst Vital
Technology
Element
Owner & Executives
J
JAMES BERNARD L'ESPERANCE
Principal
- CRD
- #4150205
- Ownership
- 75% or more
(880) 560-5320
capital.vital@momentumcapital.com
in linkedin.com/in/capital-meridian
Showing 1 of 1 owners & executives
Unlock allContacts
K
KELLY CURTIS L'ESPERANCE
--
- CRD
- #4058199
(455) 656-8586
pathway.vital@catalystcapital.com
in linkedin.com/in/catalyst-alpha
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $45,000,000
Equity - Exchange:
28.4% Cash:
44.4% Corporate - Investment Grade:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,259,723,191 | 28.4% |
| Cash | $3,532,806,678 | 44.4% |
| Corporate - Investment Grade | $2,164,241,929 | 27.2% |
| Total | $7,956,771,798 | 100.0% |