IB Capital LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
315886
Registered since
November 16, 2021

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Shelley Leonard

    Shelley Leonard

    CFOCRD 2401474

Contacts

3 of 6
  • Matthew Lantieri

    Matthew Lantieri

    Operations ManagerCRD 4195681

  • Larry Thayer

    Compliance OfficerCRD 4598879

  • Edward Samson

    Edward Samson

    CRD 2041321

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth