Alamar Capital Management, LLC

Alamar Capital Management, LLC is an investment adviser firm founded in November 2010 by Leo John Murphy and George Mathew Tharakan. The firm offers investment management services, financial planning, and consulting, including family office services for high-net-worth individuals and families. Alamar Capital Management provides discretionary management services based on clients' goals, objectives, and risk tolerances. The firm may create customized portfolios for clients and invests in various securities. Additionally, the firm offers institutional investment management and retirement plan consulting services. The firm's fee structure includes a maximum investment management fee of 1.00%, billed quarterly based on account value. Family office services are billed on a flat fee basis ranging from $15,000 to $50,000. Portfolio monitoring fees do not exceed 0.25% annually. Alamar Capital Management does not charge performance-based fees. Clients are required to have a minimum initial investment of $500,000, with the firm reserving the right to negotiate or waive this requirement. The firm acts as a fiduciary, putting clients' interests first. Clients have the option to opt out of sharing personal financial information with unaffiliated third parties. The firm maintains strict security measures to protect client information and offers an opt-out option for sharing information with third parties. Clients have the right to opt out of information sharing and can contact the firm for more information or to exercise this right.