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Black Mesa Capital LLC (Santa Fe)


Black Mesa Capital LLC is a large advisory firm based in Santa Fe. It manages $99.8 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of New Mexico.

Black Mesa Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Black Mesa Capital: assets under management

The assets under management (AUM) of Black Mesa Capital LLC is $99.8 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 399% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $99.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.26 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Black Mesa Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jonathan Bernard Spring Owner 1 Jan 1999 75% - 100% 2700532
Jonathan Bernard Spring Managing member 1 Jan 2009 Other 2700532

Based in Santa Fe

The principal office where Black Mesa Capital LLC performs its advisory services is located at 125 Lincoln Avenue, Santa Fe, NM 87501, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-995-0220 or by fax 505-995-0227. The normal business hours are 7:30am - 5:30pm on Monday - Friday.


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