Sign in Sign up for free

Aldebaran Investments LLC (New York)


Aldebaran Investments LLC is a large advisory firm based in New York. It manages $460 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of New York.

Aldebaran Investments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aldebaran Investments: assets under management

The assets under management (AUM) of Aldebaran Investments LLC is $460 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $460 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $46 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aldebaran Investments LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Aldebaran Investments LLC performs its advisory services is located at 500 Park Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-994-7958 or by fax 212-993-1698. The normal business hours are 8:30am - 5:00pm on Monday - Friday.


Registered investment advisers similar to Aldebaran Investments LLC