|
⚲
|
| Malabar Investments LLC
✚
|
|
|---|---|
| CRD # | 168091 |
| SEC # | 801-108060 |
| CIK # | |
| AUM | $899.6 M (2026-04-29) |
| Employees | 20 (35% Investors, 0% Brokers) |
| Phone | 212-486-6670 |
| Address | c/o Holding Capital Group Inc New York, NY 10018 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Malabar SP2 LLC | 2023-03-16 | 1.8 | |
| Other | Malabar SP1 LLC | 2022-03-26 | 6.0 | |
| HF | Malabar Select Fund LP | [2019-03-11] | 159.4 | 84.4 |
| HF | Malabar Select Fund | 2017-03-14 | 114.2 | |
| HF | Malabar India Fund LP | [2014-03-28] | 315.4 | 601.0 |
| HF | Malabar India Fund Ltd | 2014-03-28 | 777.6 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 6 | 899.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 899.6 |
| By Discretionary | ||
| Discretionary | 6 | 899.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 899.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 213.8 | |
| United States Persons | 685.8 | |
| Total | 6 | 899.6 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Steven Leischner | 9 | 3 | ||
| David Broser | 7 | 3 | ||
| James Donaghy | 4 | 3 | ||
| Carl Oppenheimer | 11 | 2 | ||
| Sumeet Nagar | 6 | 2 | ||
| Ravi Nanwani | 6 | 2 | ||
| Malabar Investments LLC | 6 | 2 | ||
| York Ying Ella Wong | 4 | 2 | ||
| Nikita Ng | 4 | 2 | ||
| King Au | 3 | 2 | ||
| View All | ||||
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