A
CRD: 305141
Aldabra Capital Management
Walnut Creek, CA
2158820741
$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-27-2020
- Office Locations
- 1
Office Locations
-- Walnut Creek CA
About Aldabra Capital Management
Aldabra Capital Management is a Walnut Creek-based RIA. The firm has been operating for 6 years. Managing $2.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$138.1K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Vital Quantum vital
Client Personas
Glacier
Investment Vehicles
Matrix
Services
Fusion
Owner & Executives
R
RAJ P. BRAHMBHATT
Chief Compliance Officer, Chief Investment Officer, Managing Member
- CRD
- #5421873
- Ownership
- 75% or more
(963) 436-7060
ridge.focus@crestcapital.com
in linkedin.com/in/quantum-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,072,020 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,072,020 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,072,020
Equity - Exchange:
39.6% Cash:
60.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,302,340,340 | 39.6% |
| Cash | $5,036,902,943 | 60.4% |
| Total | $8,339,243,283 | 100.0% |