bc
Bluemar Capital Management, LLC
SEC-regulated
Registered investment advisor
BlueMar Capital Management, LLC is a financial advisory firm established in 2011, specializing in providing discretionary investment management services to various pooled investment vehicles. Led by David Rodriguez-Fraile, the firm manages approximately $260.71 million in regulatory assets under management as of December 31, 2022. BlueMar focuses on generating risk-adjusted returns through long and short investments in global services, FinTech, and special situations. The firm's investment decisions are value-oriented, with a bottom-up research process and a focus on thematic opportunities. BlueMar charges an asset-based management fee of up to 2% and an annual incentive allocation of up to 20% based on net profits. The firm exercises investment discretion and has custody of client assets held at qualified custodians. BlueMar has a proxy voting policy and engages in class action lawsuits on behalf of clients. The firm has no disciplinary events and maintains a Code of Ethics, ensuring fair treatment of clients. Clients include high net worth individuals, family offices, and institutional investors, with a minimum investment requirement of $1 million for certain funds.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
We can advise you on
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting