BIGLARI CAPITAL CORP.
BIGLARI CAPITAL LLC Legal Name
Adviser information for BIGLARI CAPITAL CORP. last updated from Form ADV on March 28th, 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 | Texas, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 1 |
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 | 2 | $744.7M |
Non-Discretionary | 0 | $0 |
Total | 2 | $744.7M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 2 | $744.7M |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
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 | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for pooled investment vehicles |
---|---|
Compensation | Performance-based fees |
Principal Office
19100 RIDGEWOOD PARKWAYSUITE 1200
SAN ANTONIO
TX
United States
Monday - Friday, 9AM-5PM
Tel: 210-344-3400, Fax: 210-344-3411
Chief Compliance Officer
BRUCE LEWIS
17802 IH WEST
SUITE 400
SAN ANTONIO
TX
United States
Tel:
210-344-3400
Fax:
210-344-3411
B**********@*****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
THE LION FUND II, L.P. | Hedge Fund | $373.3M | $5.0M | 7 |
THE LION FUND, L.P. | Hedge Fund | $371.4M | $5.0M | 51 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
BIGLARI, SARDAR | Individual | – | CHAIRMAN & CEO / MANAGING MEMBER | 10/2000 | > 75% |
LEWIS, BRUCE | Individual | – | CHIEF COMPLIANCE OFFICER | 07/2013 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALIBABA GROUP HLDG LTD | SPONSORED ADS | 1M | 15K | 1,3 |
BAUSCH HEALTH COS INC | COM | 3M | 395K | 1,2 |
BERKSHIRE HATHAWAY INC DEL | CL A | 1M | 2 | 1,2 |
BIGLARI HLDGS INC | COM STK CL A | 23M | 26K | BIGLARI, SARDAR |
BIGLARI HLDGS INC | COM STK CL A | 111M | 122K | 1,2 |
BIGLARI HLDGS INC | COM STK CL B | 14M | 72K | BIGLARI, SARDAR |
BIGLARI HLDGS INC | COM STK CL B | 247M | 1M | 1,2 |
CARMAX INC | COM | 478K | 7K | 1,2 |
CARMAX INC | COM | 9M | 119K | 1,3 |
COCA COLA CO | COM | 1K | 20 | 1,2 |
COCA COLA CO | COM | 6K | 100 | 1,3 |
CRACKER BARREL OLD CTRY STOR | COM | 84M | 2M | 1,3 |
EL POLLO LOCO HLDGS INC | COM | 45M | 4M | 1,3 |
FERRARI N V | COM | 41K | 100 | 1,2 |
FERRARI N V | COM | 63M | 153K | 1,3 |
JACK IN THE BOX INC | COM | 28M | 543K | 1,2 |
JACK IN THE BOX INC | COM | 27M | 531K | 1,3 |
TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 17K | 100 | 1,2 |