Aldebaran Capital, LLC

RIASEC RegisteredEst. 2021

Total AUM

$167M

Discretionary

$161M

97% of AUM

Avg account

$545K

Accounts

306

Employees

Advisory reps

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

FINTRX

Overview

Aldebaran Capital, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is owner-managed and focuses on discretionary portfolio management for individual and family clients, as well as for small businesses and institutional/business accounts. Compensation is charged as a percentage of assets under management. The adviser does not self-identify as an active ESG investor, is not a capital allocator of private funds, and does not report related-adviser or pension consultant activities. Portfolio construction emphasizes publicly traded equities and exchange-traded products, with advisory work executed primarily on a discretionary basis. The firm reports custody of client assets at Charles Schwab & Co., Inc.