IB Capital LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 315886
- Registered since
- November 16, 2021
Firm profile
FINTRXOverview
IB Capital LLC is organized as a limited liability company and appears on SEC records with a 2021 registration date. The firm is owned by an individual and is classified in public records as "Unclassified." Available filings indicate limited disclosure about the business: there is no stated client base, fee schedule, or description of advisory activities in the material provided. The firm does not identify as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Shelley Leonard
CFOCRD 2401474
Contacts
3 of 6
Matthew Lantieri
Operations ManagerCRD 4195681
Larry Thayer
Compliance OfficerCRD 4598879

Edward Samson
CRD 2041321
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, PR
Location
San Juan, PR
Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 51 Calle Kings Ct
- Office locations
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