Aldebaran Capital

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
Brooklyn, New York
CRD number
343811
Registered since
August 27, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Aldebaran Capital is a limited liability company that registered with the SEC in 2026 and is identified as a newly formed adviser. The firm reports fee arrangements that include both a percentage-of-AUM model and fixed fees. Its stated advisory activities focus on portfolio management for individuals and small businesses and list pension consulting services among the services offered; however, the firm's regulatory flags do not mark it as a pension consultant. Aldebaran Capital does not identify as an active ESG investor and is not flagged as a capital allocator. Its internal classification is listed as unclassified.

Assets & Accounts

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

Contacts

2 of 2
  • Steven Jacobson

    Steven Jacobson

    Investment Advisor RepresentativeCRD 2291673

  • Zella Fisher

    CRD 8320464

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Brooklyn, NY

Kings

Location

Brooklyn, NY

Headquartered in Brooklyn, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Kings
Address
360 Clinton Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth