Baluarte Capital US
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About
Baluarte Capital US provides portfolio management and investment advisory services primarily to individuals with an emphasis on high‑net‑worth clients, delivering client‑specific Investment Policy Statements and both discretionary and non‑discretionary account management. The firm offers ongoing monitoring and monthly reporting and supports a wide universe of investments, including mutual funds, ETFs, fixed income, real estate funds, hedge funds, private equity, venture capital, commodities, and insurance‑based products.
The firm’s investment approach blends quantitative, fundamental, and cyclical analysis with elements of modern portfolio theory and a preference for long‑term strategies, frequently implemented via the selection of specialized outside managers for different asset classes. Baluarte Capital US documents client objectives and risk tolerances in an IPS, seeks discretionary authority for many accounts, and conducts at least monthly reviews of client portfolios.
Noteworthy distinctions include the firm’s acceptance of performance‑based fees for qualified clients — using a high‑water‑mark framework and an interest‑rate‑based benchmark for performance allocations — a fee arrangement that is uncommon among similar supported firms. The firm is small and recently formed, and its personnel maintain broker‑dealer and insurance licenses and decline to aggregate trades across client accounts, factors that bear on potential conflicts of interest, execution practices, and suitability considerations.
Client services
Expertise
Fee options
$1,000,000 - $2,499,999.99: 1.000% annually $2,500,000 - $4,999,999.99: 0.875% annually $5,000,000 - $7,499,999.99: 0.75% annually $7,500,000 - $9,999,999.99: 0.625% annually $10,000,000 - $19,999,999.99: 0.50% annually $20,000,000 - $49,999,999.99: 0.375% annually $50,000,000+: 0.25% annually
Performance fees tiered by asset level with fixed annual fees plus percentage of gains, e.g., 15% for $1,000,000-$7,499,999.99 assets with decreasing rates up to 10% over $50,000,000; fees calculated monthly and payable semi-annually with high water mark provision.
Account minimum: $1,000,000
Main office
Jacksonville FL
Advisors at this office
3
Most active in
Florida
Also doing business as
Baluarte Capital Us · Baluarte Capital Us LLC · Baluarte Capital Us, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Claudio S
CFA®
Jacksonville, FL
Baluarte Capital US
Claudio Skilnik is a CFA® charterholder currently serving at Baluarte Capital US with one year of industry experience. He has been associated with Baluarte Capital Gestao de Recursos Ltda. since 2016. Baluarte Capital US provides portfolio management and investment advisory services primarily to high-net-worth individuals. The firm employs a blend of quantitative, fundamental, and cyclical analysis along with modern portfolio theory, emphasizing long-term strategies and the use of specialized outside managers across various asset classes.
Thiago P
Series 65
Jacksonville, FL
Baluarte Capital US
Thiago Pacheco is a financial advisor at Baluarte Capital US with a Series 65 designation and one year of industry experience. He has previously worked at Baluarte Capital Gestaode Recursos Ltda. and AZ Quest Investimentos, and has academic experience from the University of São Paulo. Baluarte Capital US provides portfolio management and investment advisory services primarily to high-net-worth individuals. The firm employs a blend of quantitative, fundamental, and cyclical analysis alongside modern portfolio theory, offering both discretionary and non-discretionary account management with ongoing monitoring and monthly reporting.
Luiz C
CFA®
Jacksonville, FL
Baluarte Capital US
Luiz Cunha is a CFA® charterholder affiliated with Baluarte Capital US, where he has worked since 2025. He has prior experience at Baluarte Capital Gestão de Recursos Ltda and worked in the fitness training industry with 4Perform Treinamento & Fitness. Baluarte Capital US provides portfolio management and investment advisory services primarily to high-net-worth individuals, emphasizing client-specific Investment Policy Statements and both discretionary and non-discretionary account management. The firm uses a blend of quantitative, fundamental, and cyclical analysis alongside modern portfolio theory and often employs specialized outside managers for various asset classes.
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