SourcingSourcing

ALDEBARAN CAPITAL, LLC

B50
CRD 122360·SEC 801-121379·CARMEL, IN
AUM
$166.9M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$501K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ALDEBARAN CAPITAL, LLC
CRD
122360
SEC file #
801-121379
EIN
352064865
DBA names
—

Economics

AUM
$166.9M
AUM band
$100M-$500M
AUM trajectory
'22'26
$107.7M → $166.9M▲ +55%
Client mix
Individuals Other105
Individuals High Net Worth42

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
CARMEL IN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
aldebarancapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SKARBECK, EDWARD, ARTHUR
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
SKARBECK, EDWARD, ARTHUR
SKARBECK, KENNETH, RICHARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALDEBARANCAPITAL.COM
Rdap Domain Creation Date
1999-03-24T05:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001448430
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2008-10-29
Edgar Last Filing Date
2026-05-07
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-07
Accession0001376474-26-000360

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
10293 N. MERIDIAN STREETSUITE 300CARMEL, IN 46290
Business
10293 N. MERIDIAN STREETSUITE 300CARMEL, IN 46290
Edgar EIN
352064865
Edgar Recent Filings
13F-HR2026-05-07 · 0001376474-26-000360
13F-HR2026-02-12 · 0001376474-26-000164
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-03-24T04:00:00Z
Rdap Domain Last Changed
2023-02-24T20:45:36Z
Rdap Nameservers
Ns21.worldnic.comNs22.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2686690
Trust Company Affiliate
No

People (6)

6
SKARBECK, EDWARD, ARTHUR
IAR · Direct Owner · 37.5%
2686690
SKARBECK, KENNETH, RICHARD
IAR · Direct Owner · 37.5%
1006276
REINBOLD, DENNIS, JAY
Direct Owner · 17.5%
4602572
CLARK, MATTHEW, ROBERT
Executive Officer · 2.5%
4602582
MEYER, KARL, FRANZ
Executive Officer · 2.5%
4602583
STEIN, RICHARD, PAUL
Executive Officer · 2.5%
1528454