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Home > Retirement Planners > indiana > carmel > ALDEBARAN CAPITAL, LLC
ALDEBARAN CAPITAL, LLC
10293 N. Meridian Street
Suite 300
Carmel, Indiana 46290-1073
Tel: 317-818-7827
About ALDEBARAN CAPITAL, LLC
ALDEBARAN CAPITAL, LLC, formally registered with the SEC as ALDEBARAN CAPITAL, LLC. The firm was established in 06/02/2021. They have over 1 offices throughout the country.
ALDEBARAN CAPITAL, LLC is a Carmel, Indiana based Financial Planning firm with nearly $149,476,454 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 122360 |
| SEC# | 801-121379 |
| Assets Managed by Firm | $149,476,454 |
| No. of Clients | 337 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 337 | $149,476,454 |
| Individuals (other than high net worth individuals) | 116 | $33,906,845 |
| High net worth individuals | 44 | $105,999,769 |
| Pension and profit sharing plans | Fewer than 5 clients | $1,451,679 |
| Charitable organizations | Fewer than 5 clients | $5,423,735 |
| Corporations or other businesses | Fewer than 5 clients | $2,694,426 |
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