MALABAR INVESTMENTS, LLC

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Adviser Profile

As of Date:

03/31/2024

Adviser Type:

- Large advisory firm

Number of Employees:

19

of those in investment advisory functions:

5 -16.67%

Registration:

SEC, Approved, 7/6/2016

Other registrations (1)
AUM:

1,079,200,000 30.31%

of that, discretionary:

1,079,200,000 30.31%

GAV:

1,079,200,000 -23.87%

Avg Account Size:

179,866,667 30.31%

SMA’s:

NO

Private Funds:

6

Contact Info

212 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1B 1B 896M 717M 538M 358M 179M
2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Trade setup for Wednesday: Top 15 things to know before Opening Bell
04/05/2021

The company's officials will have a virtual meeting with Malabar Investments on December 16. Computer Age Management Services: Company officials will meet First Principles Fund, USA, on December 18.

moneycontrol.com

Neuland Laboratories Ltd.
03/26/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Hatsun Agro Product Ltd.
03/26/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons


Private Funds Structure

Fund Type Count GAV
Hedge Fund 4 $1,067,200,000
Other Private Fund 2 $12,000,000

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Private Funds



Employees




Brochure Summary

Overview

Description of the Firm The Firm was organized as a limited liability company under the laws of the State of Delaware in January 2008 and has offices in New York, New York. The Firm is the investment manager to Malabar India Fund Ltd. and Malabar Select Fund and (each a “Master Fund”) and the general partner of Malabar India Fund, LP and Malabar Select Fund, L.P., which are feeder funds of the Master Funds (each a “Feeder Fund”). The Firm is also manager of Malabar SP1, LLC (“SP1”) and Malabar SP2, LLC (“SP2), each of which has invested in the securities of a single but distinct issuer. The Firm is registered with the SEC as an investment advisor. Sumeet Nagar and Akshay Mansukhani are the controlling members of the Firm. The Firm has five other members who hold minority interests in the Firm. Types of Services As investment manager to the Master Funds, as general partner
of the Feeder Funds, and as manager of SP1 and SP2, the Firm manages investments on a discretionary basis and makes all investment decisions on behalf of these private funds, subject to investment criteria outlined in the offering and operative documents of the Master Funds, the private offering memoranda of the Feeder Funds, and the governing documents of SP1 and SP2 (the “Fund Documents”). Tailored Services to Needs of Clients The Fund Documents specify the investments permitted to be made by Malabar clients and outline restrictions as to the types of securities that Malabar clients may acquire. Each of SP1 and SP2 has invested in the securities of a single but distinct issuer. Assets Under Management As of December 31, 2022, the Firm managed approximately $828,200,000 of client assets on a discretionary basis and did not manage any client assets on a non-discretionary basis.