Alamar Capital Management, LLC

Alamar Capital Management provides discretionary and non‑discretionary investment management, financial planning, retirement plan consulting, and family office services for individuals, high‑net‑worth clients, trusts, estates, charitable organizations, corporations and retirement plans. The firm reports approximately $260 million in regulatory assets under management and operates with a small advisory team serving a limited number of client relationships.

The firm follows a bottom‑up fundamental investment process with a long‑term horizon and typically constructs portfolios of roughly 35–50 stocks, supplemented as appropriate with ETFs, mutual funds, fixed income and derivative instruments such as put options. Alamar performs in‑house research, conducts ongoing portfolio monitoring (including procedures for tax‑loss harvesting) and offers customized reporting and family office performance reporting alongside its investment management services.

Notable distinctions in the brochure include the firm’s role as manager of an affiliated special purpose vehicle (ACM SPV I LLC), which has been formed but, per the filing, has not made investments to date, and the explicit discussion of options and other derivatives as tools used in client accounts. The brochure also emphasizes reporting transparency—disclosing regulatory AUM and platform relationships—and documents the firm’s use of third‑party custodial and research services and client performance reporting in its public materials.