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MALABAR INVESTMENTS, LLC

NEW YORK, NY · CRD 168091 · IAPD ↗ · malabarinvest.com · 212-486-6670

$899.6MRegulatory AUM
7Advisory reps
20Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

57
April 2025 — MALABAR INVESTMENTS, LLC grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — MALABAR INVESTMENTS, LLC crossed $1B in regulatory AUM ($828.2M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.