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

Identifiers

SEC RIA File Number 801-121379
SEC ERA File Number 801-121379
SEC CIK Numbers 1448430
SEC CRD Numbers 122360
Legal Entity Identifier None

Principal Office

10293 N. MERIDIAN STREET
SUITE 100
CARMEL
IN
United States
Monday - Friday, 8:30 AM TO 5:00 PM
Tel: 317-818-7827, Fax: 317-818-7830

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
(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
(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

1050202120222023202420252 on 5/3/20212 on 10/14/20212 on 3/31/20222 on 3/31/20232 on 3/30/2024

RAUM, Historic

200M100M020212022202320242025107681510 on 5/3/2021107681510 on 10/14/2021133644843 on 3/31/2022140139483 on 3/31/2023149476454 on 3/30/2024

No. Clients, Historic

200100020212022202320242025140 on 5/3/2021140 on 10/14/2021148 on 3/31/2022150 on 3/31/2023160 on 3/30/2024

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