Firm profile

ALAMAR CAPITAL MANAGEMENT, LLC

SANTA BARBARA, CACRD 154413Latest ADV March 26, 2026

Alamar Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Barbara, CA. Its latest Form ADV filing, dated March 26, 2026, reports $260M in regulatory assets under management, 3 employees, and 197 accounts.

Assets Under Management
$260M
Employees
3
Offices
--
Total Clients
103
Primary office
SANTA BARBARA, CA
200 E CARRILLO, SUITE 304, SANTA BARBARA, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOLeo J. Murphy
CCOLeo J. Murphy

Advisory services offered

3 types reported
Pension consulting services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 73.8% of total clients.
Top client categories% of clientsClients
1
HNWI
73.8%
76
2
Individuals
13.6%
14
3
Pension Plans
8.7%
9
4
Charitable
2.9%
3
5
Corporations
1.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$260Mas of March 26, 2026
Discretionary90.6%
$236M
91% of total RAUM90.6%
Non-discretionary9.4%
$25M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$260M
Total Accounts197
10Y AUM Change+$144M (+123.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees3
Clients per Employee34:1
10Y Employee Change-1 (-25.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.