ALDEBARAN CAPITAL, LLC
Adviser information for ALDEBARAN CAPITAL, LLC last updated from Form ADV on March 30th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Indiana, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 234 | $143.1M |
Non-Discretionary | 103 | $6.4M |
Total | 337 | $149.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 116 | $33.9M |
HNW Individuals | 44 | $106.0M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $1.5M |
Charitable organizations | <5 | $5.4M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $2.7M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
10293 N. MERIDIAN STREETSUITE 100
CARMEL
IN
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 317-818-7827, Fax: 317-818-7830
Websites
Chief Compliance Officer
EDWARD A. SKARBECK
VICE PRESIDENT
10293 N. MERIDIAN ST.
SUITE 100
CARMEL
IN
United States
Tel:
317-818-7827
Fax:
317-818-7830
E*@*******************M
(Full email address available in API data)
Regulatory Contact
KENNETH R. SKARBECK
PRESIDENT
10293 N. MERIDIAN ST.
SUITE 100
CARMEL
IN
United States
Tel:
317-818-7827
Fax:
317-818-7830
K**@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SKARBECK, EDWARD, ARTHUR | Individual | – | MANAGING MEMBER/VP/CHIEF COMPLIANCE OFFICER | 01/1999 | 25-50% |
SKARBECK, KENNETH, RICHARD | Individual | – | PRESIDENT/MANAGING MEMBER | 01/1999 | 25-50% |
REINBOLD, DENNIS, JAY | Individual | – | MEMBER | 02/1999 | 10-25% |
CLARK, MATTHEW, ROBERT | Individual | – | MEMBER | 02/1999 | < 5% |
MEYER, KARL, FRANZ | Individual | – | MEMBER | 02/1999 | < 5% |
STEIN, RICHARD, PAUL | Individual | – | MEMBER | 02/1999 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ACLARIS THERAPEUTICS INC | COM | 944K | 858K | – |
AMYLYX PHARMACEUTICALS INC | COM | 513K | 270K | – |
BANK AMERICA CORP | COM | 6M | 145K | – |
BARRICK GOLD CORP | COM | 500K | 30K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 1M | 2 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 18M | 44K | – |
BUNGE LIMITED | COM | 11M | 102K | – |
CATO CORP NEW | CL A | 5M | 924K | – |
CENTURY ALUM CO | COM | 1M | 63K | – |
CHEVRON CORP NEW | COM | 5M | 29K | – |
DUKE ENERGY CORP NEW | COM NEW | 361K | 4K | – |
LILLY ELI & CO | COM | 7M | 8K | – |
ENBRIDGE INC | COM | 2M | 44K | – |
EXXON MOBIL CORP | COM | 220K | 2K | – |
FORD MTR CO DEL | COM | 259K | 21K | – |
FREEPORT-MCMORAN INC | CL B | 2M | 32K | – |
GENERAL ELECTRIC CO | COM | 212K | 1K | – |
HILLENBRAND INC | COM | 2M | 41K | – |
IES HLDGS INC | COM | 754K | 5K | – |
ISHARES TR RUS MDCP VAL | ETF | 5M | 39K | – |
JPMORGAN CHASE & CO | COM | 2M | 12K | – |
MERCHANTS BANCORP IND | COM | 410K | 10K | – |
MICROSOFT CORP | COM | 11M | 24K | – |
OCCIDENTAL PETE CORP | COM | 11M | 175K | – |
PMV PHARMACEUTICALS INC | COM | 569K | 351K | – |
PATRICK INDS INC | COM | 1M | 10K | – |
PROCTER AND GAMBLE CO | COM | 208K | 1K | – |
RENEO PHARMACEUTICALS INC | COM | 676K | 448K | – |
RICHARDSON ELECTRS LTD | COM | 2M | 153K | – |
SUNCOR ENERGY INC NEW | COM | 5M | 128K | – |
TECK RESOURCES LTD | CL B | 638K | 13K | – |
TECTONIC THERAPEUTIC INC | COM | 692K | 42K | – |
VERIZON COMMUNICATIONS INC | COM | 2M | 43K | – |
OCCIDENTAL PETE CORP | star W EXP 08/03/202 | 343K | 8K | – |
ABRDN ETFS | BBG INDUSTRL MET | 310K | 13K | – |
ABRDN ETFS | BBRG ALL COMD K1 | 3M | 157K | – |