MALABAR INVESTMENTS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 168091
- Registered since
- July 6, 2016
- Website
- www.malabarinvest.com
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2KATHRYN BELLER
Chief Compliance Officer & SecretaryCRD 5072413
CHIRAG SHAH
Chief Operating OfficerCRD 8235984
Contacts
3 of 7AKSHAY MANSUKHANI
Managing PartnerCRD 4845824
BRIAN COOPER
ManagerCRD 6175468
STEVEN LEISCHNER
PrincipalCRD 5075319
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
TRIMER CAPITAL MANAGEMENT LP
RIANew York, NY
MAYTECH GLOBAL INVESTMENTS
RIANew York, NY
SHANNON RIVER FUND MANAGEMENT, LLC
RIANew York, NY
SOUTH STREET ADVISORS, LLC
RIANew York, NY
MOERUS CAPITAL MANAGEMENT LLC
RIANew York, NY
AUTOPILOT
RIANew York, NY