A

Aldabra Capital Management

Updated today

Client AUM

$2,072,020

Clients

15

Advisors

1

of 1 employees

About

Aldabra Capital Management provides discretionary investment management primarily through separately managed accounts for individuals, trusts, estates, IRAs and small businesses; the firm manages roughly $2.1 million across about 15 client relationships. All client assets are managed on a discretionary basis under a single-advisor structure.

The firm pursues a concentrated, high-conviction equity strategy focused on publicly listed companies with durable competitive advantages, long growth runways and exposure to secular shifts, using fundamental analysis of public filings and primary "scuttlebutt" research. It applies a uniform, long‑term investment approach across accounts (no client‑tailored allocations or client‑imposed security restrictions) and expects low turnover with multi‑year holding periods.

Notable differences from many peers include the sole advisor’s full‑time employment outside the firm and limited weekday availability, a small client base and AUM, and a requirement that clients use a designated custodian (Charles Schwab). The brochure also highlights the resulting key‑person and concentration risks and indicates the firm maintains a Business Continuity Plan to address potential disruptions.

Client services

Portfolio management

Expertise

Concentrated stock management Active portfolio management

Occupation focus

Technology Professional

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Fee options

Percentage

$0 - $200,000: 0.80% annually $200,001 - $500,000: 0.60% annually $500,001+: 0.40% annually

Other

Account minimum: $50,000

Main office

Walnut Creek CA

Advisors at this office

1

Most active in

California · Pennsylvania

Also doing business as

Aldabra Capital Management · Aldabra Capital Management LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

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