ALDEBARAN CAPITAL, LLC
Firm details
- Headquarters
- CARMEL, Indiana
- CRD number
- 122360
- Registered since
- June 2, 2021
- Website
- aldebarancapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.31%
- Individuals17.73%
- Charitable Organizations3.7%
- Corporations / Businesses2.23%
- Pension & Profit Sharing Plans1.02%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Aldebaran Capital, LLC is a privately held LLC that began SEC registration in 2021 and operates as an advisory firm serving individuals and families as well as small businesses and institutions. Its stated advisory activities center on portfolio management for individual/small-business clients and for business or institutional clients. The firm charges fees as a percentage of assets under management and reports it does not position itself as a capital allocator or an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities73%
- Cash & Cash Equivalents24%
- US Government Bonds3%
Contacts
3 of 6KENNETH SKARBECK
President & Managing MemberCRD 1006276
EDWARD SKARBECK
PartnerCRD 2686690
MATTHEW CLARK
MemberCRD 4602582
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$10M in ETFs
100%
$10M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL MID-CAP VALUE ETF (IWS) | BlackRock | Passive | Mid Cap Value | $5.8M | 40,125 | 58.26% |
Location
CARMEL, IN
HAMILTON
Location
CARMEL, IN
Headquartered in CARMEL, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 10293 N Meridian St
- Time zone
- ET (UTC-5)
- Office locations
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