# Alamar Capital Management, LLC

> Alamar Capital Management, LLC is an SEC-registered investment advisory firm in Santa Barbara, CA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 154413
- Filed as: ALAMAR CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Santa Barbara, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154413
- AdvisorCensus page: https://advisorcensus.com/firm/alamar-capital-management-llc-santa-barbara-ca-154413

## Quick answers

**How is Alamar Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Alamar Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Alamar Capital Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Flat fee: $15,000 to $50,000 (Family Office services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Alamar Capital Management, LLC located?**
Alamar Capital Management, LLC's principal office is in Santa Barbara, CA, according to its Form ADV.

**Is Alamar Capital Management, LLC registered with the SEC or a state?**
Alamar Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 154413.

**How much does Alamar Capital Management, LLC manage?**
Alamar Capital Management, LLC reports $260,310,097 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (91% discretionary).

**How have Alamar Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Alamar Capital Management, LLC: Regulatory assets under management: $164,852,888 in the October 2021 data and $260,310,097 in the October 2026 data, up 58%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Alamar Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (76); individuals (other than high net worth individuals) (14); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Alamar Capital Management, LLC use?**
Alamar Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Alamar Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154413

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Flat fee: $15,000 to $50,000 (Family Office services)

> Our Family Office services are billed on a flat fee basis. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Our Flat fee for this service generally ranges from $15,000 to $50,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $260,310,097
- Discretionary: $235,716,045
- Non-discretionary: $24,594,052

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $3,836,562 |
| High net worth individuals | 76 | $216,736,865 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $21,699,386 |
| Charitable organizations | 3 | $17,742,098 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $295,186 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alamarcapital.com
- LinkedIn @GEORGE-THARAKAN-CFA-8533969
- LinkedIn @JOHNM12
- LinkedIn @alamar-capital-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $164,852,888 | 4 | May 4, 2021 |
| October 2022 | $198,209,566 | 5 | March 24, 2022 |
| October 2023 | $172,242,056 | 4 | September 5, 2023 |
| October 2024 | $228,419,423 | 4 | June 21, 2024 |
| October 2025 | $251,395,704 | 3 | February 28, 2025 |
| October 2026 | $260,310,097 | 3 | March 26, 2026 |

Regulatory assets under management: $164,852,888 in the October 2021 data and $260,310,097 in the October 2026 data, up 58%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Alamar Capital Management, LLC (CRD 154413): Form ADV filing data as of October 2026.