A
Aldabra Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,072,020
Clients
15
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$138,135
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
Fee options
$0 - $200,000: 0.80% annually $200,001 - $500,000: 0.60% annually $500,001+: 0.40% annually
Account minimum: $50,000
Main office location
Aldabra Capital Management
Walnut Creek CA, United States
Number of offices
1
Most active in
Aldabra Capital Management has reported serving >5 clients in these states in the last 12 months.
California · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")