Overview
Assets Under Management: $149 million
Headquarters: CARMEL, IN
High-Net-Worth Clients: 45
Average Client Assets: $3 million
Frequently Asked Questions
ALDEBARAN CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #122360), ALDEBARAN CAPITAL, LLC is subject to fiduciary duty under federal law.
ALDEBARAN CAPITAL, LLC is headquartered in CARMEL, IN.
ALDEBARAN CAPITAL, LLC serves 45 high-net-worth clients according to their SEC filing dated November 13, 2024. View client details ↓
According to their SEC Form ADV, ALDEBARAN CAPITAL, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
ALDEBARAN CAPITAL, LLC manages $149 million in client assets according to their SEC filing dated November 13, 2024.
According to their SEC Form ADV, ALDEBARAN CAPITAL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 337
Discretionary Accounts: 234
Non-Discretionary Accounts: 103
Regulatory Filings
CRD Number: 122360
Last Filing Date: 2024-11-13 00:00:00
Website: https://aldebarancapital.com