Aldabra Capital Management
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities97%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Raj Brahmbhatt
Chief Compliance Officer & Managing MemberCRD 5421873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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