MALABAR INVESTMENTS, LLC

RIASEC RegisteredEst. 2016
Total AUM
$900M
Discretionary
$900M
100% of AUM
Avg account
$150M
Accounts
6
Employees
20
Advisory reps
9

Firm details

Headquarters
New York, New York
CRD number
168091
Registered since
July 6, 2016
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Malabar Investments, LLC is a hedge-fund–style investment adviser organized as an LLC and registered with the SEC in 2016. The firm serves an institutional client base and acts primarily as a portfolio manager for pooled investment vehicles. Its business activities include operating as a CPO/CTA. Fee arrangements include management fees based on assets under management and performance-based compensation. Malabar does not position itself as an ESG-focused investor and is not registered as a multi-state or newly formed adviser. The firm maintains industry affiliations with another investment adviser and with a law firm.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • KATHRYN BELLER

    Chief Compliance Officer & SecretaryCRD 5072413

  • CHIRAG SHAH

    Chief Operating OfficerCRD 8235984

Contacts

3 of 7
  • AKSHAY MANSUKHANI

    Managing PartnerCRD 4845824

  • BRIAN COOPER

    ManagerCRD 6175468

  • STEVEN LEISCHNER

    PrincipalCRD 5075319

Unlock 4 more contacts

Wealth teams

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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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, 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
NEW YORK
Address
Co Holding Capital Group Inc St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth