# BALUARTE CAPITAL US

BALUARTE CAPITAL US is an SEC-registered investment adviser.

## Registration

- CRD: 328830
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328830/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328830/similar
- Related entities: https://search.stillhousedata.com/firm/328830/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328830

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.