Babylon Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,762,657
Clients
84
31% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
Very HighAverage account size
$342,413
About
Babylon Capital LLC provides investment advisory and portfolio management services primarily to individual and high-net-worth clients, offering tailored investment plans and both discretionary and non-discretionary account management. The firm reports approximately $28.76 million in discretionary assets under management and maintains a $500,000 account minimum.
The firm’s investment approach emphasizes buying high-quality stocks for the long term, using a mix of fundamental and quantitative methods (including an explicitly described algorithm to identify undervalued names) alongside cyclical, technical, and charting analyses. Portfolios are constructed around quality metrics—returns on capital, predictable cash flow, and earnings growth—with a stated openness to dividend and non-dividend payers that meet its criteria.
Noteworthy items in the brochure include the firm’s practice of regular client communications (quarterly custodial statements and an annual Disclosure Brochure or Summary of Material Changes) and its participation in Schwab’s institutional platform for custody and support services. The brochure also discloses a recent material change: the firm removed pension consulting services as of the March 25, 2026 update, and it states the firm does not aggregate block trades for multiple clients.
Client services
Portfolio management
Expertise
Active portfolio management
Concentrated stock management
Fee options
1.25% annually
Account minimum: $500,000
Main office location
Babylon Capital, LLC
Morganville NJ, United States
Number of offices
2
Most active in
Babylon Capital, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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