Malabar Investments, LLC

RIASEC Registered
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

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Contacts

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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