Babylon Capital
RIAState Registered
Total AUM
$28.8M
Discretionary
$28.8M
100% of AUM
Avg account
$255K
Accounts
113
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 288965
- Website
- babyloncapitalmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI71.03%
- Individuals28.97%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Babylon Capital is an individually owned limited liability company that provides portfolio management services to individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not identify as an ESG-focused adviser. Its client base is concentrated on individual and family investors rather than institutional or pension clients. Filings classify its advisory activity specifically as portfolio management for individuals and small businesses.
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 Equities82%
- Public Funds/Mutual Funds16%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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