03 / Investment Management
Your assets. Our strategy.
Separately managed accounts provide direct ownership and visibility while allowing Bustamante Capital Management to implement its investment strategy.
SMA Structure
Alternative investment management without a traditional pooled-fund structure.
Direct OwnershipYour account remains in your name at the custodian.
TransparencyView portfolio holdings and account activity directly.
LiquidityNo traditional hedge-fund lockup structure.
Flexible StartAccounts can be established without waiting for a quarterly subscription window.
Minimum
$250K
Designed for qualified investors.
We ask prospective clients to approach the strategy with a multi-year investment mindset and to meet applicable investor eligibility and suitability requirements.
Investor InquiryHow It Works
01
Conversation
Discuss objectives, experience, liquidity needs and whether the strategy may be appropriate.
02
Qualification
Confirm applicable eligibility and advisory requirements.
03
Account Setup
Establish the separately managed account and complete advisory documentation.
04
Management
The firm receives trading authority while assets remain held in the client's account.