IB CAPITAL LLC
Firm details
- Headquarters
- SAN JUAN, PR
- CRD number
- 315886
- Registered since
- November 16, 2021
Firm profile
FINTRXOverview
IB Capital LLC is a small, privately held limited liability company that registered with the SEC in 2021. The firm is owned by an individual and is listed in the data as "Unclassified" for its advisory classification. The snapshot indicates it does not operate as a capital allocator, is not an active ESG investor, and is not designated as a pension consultant or related adviser. The firm has provided little public detail about its advisory activities, fee model, or client segments. Available fields for business activities and affiliations are blank, so there is no documented investment mandate, sector focus, or stated specialty in the source material.
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 6MATTHEW 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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