BALUARTE CAPITAL US

BALUARTE CAPITAL US is an SEC-registered investment adviser (CRD 328830). Regulatory assets under management: $38.8M.

Registration

• CRD: 328830
• Type: Registered investment adviser
• Phone: 904-603-0149
• Latest filing: 2026-04-09
• Regulatory AUM: $38.8M
• Discretionary AUM: $18.1M
• Non-discretionary AUM: $20.6M
• Clients: 3
• Accounts: 7

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328830 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search