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MALABAR INVESTMENTS, LLC

CRD 168091 · SEC 801-108060

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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C/O HOLDING CAPITAL GROUP INC., 104 WEST 40TH STREET, 19TH FLOOR, NEW YORK, NY, 10018, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$899.6M

Discretionary AUM

$899.6M

Team

20 total employees; 7 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; PERFORMANCE-BASED ALLOCATIONS

Org form

Limited Liability Company

Filing date

2026-04-29

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles6$899.6M

States served

NY

All web addresses on file

Official SEC filing: View on IAPD