IB Capital LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 315886
- Registered since
- November 16, 2021
- Website
- ibcapllc.com
Firm profile
FINTRXOverview
IB Capital LLC is a privately owned limited liability company run by an individual owner. The firm’s public profile is sparse: it does not report its advisory activities, fee model, client segments, or investment strategies. Available data flag the firm as not being an active ESG investor and not operating as a capital allocator, pension consultant, related adviser, or multi-state adviser. There are no disclosed affiliations or industry activities provided.
Assets & Accounts
Investments & Alternatives
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
2 of 2
Edward Samson
Founder and CEOCRD 2041321
Shelley Leonard
CFOCRD 2401474
Contacts
3 of 5
James Mccrory
ChairmanCRD 2366988

Matthew Lantieri
Operations ManagerCRD 4195681
Larry Thayer
Compliance OfficerCRD 4598879
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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