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Duran Capital Management, LLC

Duran Capital Management, LLC. CRD 321779

Duran Capital Management, LLC logo

CRD: 321779

Duran Capital Management, LLC

Santa Barbara, CA, 93101
8052842037
durancapitalmanagement.com
$45.4M Total AUM
$45.4M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Horizon legacy
Established Date
06-13-2022
Office Locations
1

Office Locations

15 W. Carrillo Street Suite 100 Santa Barbara CA

About Duran Capital Management, LLC

Duran Capital Management is an independent RIA in Santa Barbara, CA led by founder Jacqueline Duran (ex Merrill Lynch; former Morgan Stanley wealth manager/portfolio manager with private real estate investing experience). The firm delivers financial planning and portfolio construction, including estate and insurance planning. Portfolios are primarily ETF-based with a meaningful sleeve in investment-grade corporate bonds, and the practice is Schwab-custodied.

Team overview

42 AVG AGE
$45.4M AVG AUM / ADVISOR
$540.3K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age

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Asset Classes

Focus pathway Horizon Frontier Pioneer optima Vital Prime atlas Oak Value vital

Client Personas

Vertex

Custodian

Horizon Unison Beacon Signal Peak Beacon Element focus

Investment Themes

Optima eagle Atlas unison Legacy Wave

Investment Vehicles

Insight radial Ember momentum Radial legacy

Services

Momentum Pioneer capital Alpha frontier Eagle frontier Glacier Bridge glacier Harbor catalyst Catalyst delta Summit capital Crest

Technology

Legacy

Owner & Executives

JACQUELINE DURAN

JACQUELINE DURAN

Chief Compliance Officer, Financial Advisor, General Partner, President

CRD
#5981752
Ownership
75% or more
(388) 507-1191
momentum.momentum@bridgecapital.com
in linkedin.com/in/pathway-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-28-2022
Category Assets AVG. Account size
Discretionary $45,382,064 $142,080
Non-Discretionary $0 $7,756,320
Total $45,382,064 $225,753

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Separately Managed Accounts

Total SMA Asset: $45,382,064

$45.4M Total SMA
Equity - Exchange:
16.9%
Corporate - Investment Grade:
23.1%
Equity - OTC:
26.7%
U.S. Government/Agency:
20.7%
Cash:
12.6%
Asset class Assets Assets %
Equity - Exchange $770,946,303 16.9%
Corporate - Investment Grade $1,053,778,675 23.1%
Equity - OTC $1,218,003,923 26.7%
U.S. Government/Agency $944,295,176 20.7%
Cash $574,788,367 12.6%
Total $4,561,812,444 100.0%

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