$28.8M Total AUM
$28.8M Disc. AUM
-- 3Y CAGR
1 Employees
84 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Summit
- Established Date
- 09-26-2017
- Office Locations
- 1
Office Locations
-- Morganville NJ
About Babylon Capital
Babylon Capital, LLC is a Morganville, NJ registered investment adviser serving retail clients. The firm provides portfolio construction and asset-allocation guidance, including retirement plan and business succession planning, using primarily ETF-based and public-fund portfolios with some cash. Custody is with Charles Schwab, and the practice is founder-led by portfolio manager/CCO Dimitry Nakhla.
Team overview
-- AVG AGE
$28.8M AVG AUM / ADVISOR
$342.4K AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Ember
Client Personas
Fusion matrix
Investment Themes
North
Investment Vehicles
Eagle matrix
Services
Frontier Harbor ridge
Technology
Legacy
Owner & Executives
D
Dimitry Nakhla
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #6835771
- Ownership
- 75% or more
(256) 596-2865
focus.optima@capitalcapital.com
in linkedin.com/in/radial-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,762,657 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,762,657 | -- |
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Separately Managed Accounts
Total SMA Asset: $28,762,657
Equity - Exchange:
51.0% Public Funds:
37.5% Cash:
11.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,412,401,080 | 51.0% |
| Public Funds | $2,509,118,441 | 37.5% |
| Cash | $769,462,988 | 11.5% |
| Total | $6,690,982,509 | 100.0% |