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| Aldebaran Capital LLC
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| |
|---|---|
| CRD # | 122360 |
| SEC # | 801-121379 |
| CIK # | 0001448430 |
| AUM | $149.5 MM (2024-03-30) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 317-818-7827 |
| Address | 10293 N Meridian Street Carmel, IN 46290-1073 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| OXY | 57,834.1 | 11.0 | |
| BG | 13,763.6 | 10.8 | |
| MSFT | 1,918,222.4 | 10.7 | |
| LLY | 301,789.7 | 7.0 | |
| BAC | 278,315.2 | 5.8 | |
| CATO | 251.4 | 5.1 | |
| SU | 51,730.4 | 4.9 | |
| CVX | 294,604.1 | 4.6 | |
| JPM | 340,169.2 | 2.4 | |
| RELL | 213.0 | 1.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 116 | 33.9 |
| (b) Individuals (high net worth individuals) | 44 | 106.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.5 |
| (h) Charitable organizations | 0 | 5.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 337 | 149.5 |
| By Discretionary | ||
| Discretionary | 234 | 143.1 |
| Non-Discretionary | 103 | 6.4 |
| Total | 337 | 149.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.5 | |
| Total | 337 | 149.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001448430] | |
| SC 13D | [0001448430] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Aldebaran Capital LLC | Rubicon Technology Inc | [2017-06-30] |
| Aldebaran Capital LLC | Coast Distribution System Inc | [2014-08-13] |
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