$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Ember horizon
- Established Date
- 07-10-2024
- Office Locations
- 1
Office Locations
2930 E Camelback RD Suite 130 Phoenix AZ
About Bustamante & CO
Phoenix-based Bustamante Capital Management LLC (Bustamante & Co.) is an alternative investment firm founded by Daniel X. Bustamante. The firm manages assets for private entities, pooled investment vehicles, and qualified clients, with an emphasis on alternative investments and portfolio construction.
Team overview
-- AVG AGE
$3.5M AVG AUM / ADVISOR
$704.1K AVG AUM / CLIENT
1.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Value Ember bridge
Asset Classes
Timber pathway Momentum insight Crest wave
Custodian
Vital Wave focus Crest Focus zenith
Investment Themes
Quantum
Investment Vehicles
Glacier Summit
Services
Element Focus Harbor ridge
Technology
Harbor zenith
Owner & Executives
DANIEL XAVIER BUSTAMANTE
Chief Compliance Officer, Chief Investment Officer, Founder
- CRD
- #5234617
- Ownership
- 75% or more
(914) 450-5934
meridian.ridge@bridgecapital.com
in linkedin.com/in/ember-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,520,482 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,520,482 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,520,482
Equity - Exchange:
34.3% Cash:
23.8% Derivatives:
41.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,898,918,636 | 34.3% |
| Cash | $1,317,617,013 | 23.8% |
| Derivatives | $2,319,670,286 | 41.9% |
| Total | $5,536,205,935 | 100.0% |