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Aldebaran Capital, LLC

Aldebaran Capital, LLC. CRD 122360

Aldebaran Capital, LLC logo

CRD: 122360

Aldebaran Capital, LLC

$166.9M Total AUM
$161.3M Disc. AUM
6.0% 3Y CAGR
2 Employees
147 ADV. Clients
27 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
01-14-1999
Office Locations
1

Office Locations

10293 N. Meridian St. Suite 300 Carmel IN

About Aldebaran Capital, LLC

Aldebaran Capital, LLC is an SEC-registered investment adviser providing investment management and portfolio construction for retail and institutional clients, including entrepreneurs. Portfolios are implemented primarily with ETFs, with additional exposure to fixed income and mutual funds, and client assets are custodied at Charles Schwab.

Team overview

56 AVG AGE
$83.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
27.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
27yrs Firm Age

Insights

Available
Available
Available
Available
Available
Available
Available
Available

Asset Classes

Available

Client Personas

Available

Investment Vehicles

Available

Services

Available

Technology

Available

Owner & Executives

E

EDWARD ARTHUR SKARBECK

Chief Compliance Officer, Managing Member, Partner, Vice President

CRD
#2686690
Ownership
25% but less than 50%
Available
Available
Available
K

KENNETH RICHARD SKARBECK

Managing Member, Partner, President

CRD
#1006276
Ownership
25% but less than 50%
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-31-2023
11-13-2024
03-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $161,345,854 $768,314
Non-Discretionary $5,558,366 $57,900
Total $166,904,220 $545,439

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
U.S. Government/Agency:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
U.S. Government/Agency Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available
Available Available Available Available Available Available

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