Aldabra Capital Management

RIASEC Registered
Total AUM
$2.1M
Discretionary
$2.1M
100% of AUM
Avg account
$122K
Accounts
17
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
305141
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Aldabra Capital Management is a small, fee-based registered investment adviser that focuses on discretionary portfolio management for individuals and small businesses. The firm shows a clear preference for equities as the primary building block of client portfolios, using exchange-traded instruments as its dominant exposure. Its business model centers on percentage-of-AUM fees and a compact client base, which supports a hands-on, account-level approach rather than large institutional mandates. The firm does not identify as an active ESG investor and appears to operate as a single-state, owner-operated adviser serving individual and family clients. Its advisory activity is concentrated on managing taxable and retirement accounts for a limited number of relationships, with the majority of assets run on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 97%, Cash & Cash Equivalents 5%97%
  • Exchange Traded Equities97%
  • Cash & Cash Equivalents5%

Owners & executives

1 of 1
  • Raj Brahmbhatt

    Raj Brahmbhatt

    Chief Compliance Officer & Managing MemberCRD 5421873

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth