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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • SHELLEY LEONARD

    CFOCRD 2401474

Contacts

3 of 6
  • MATTHEW LANTIERI

    Operations ManagerCRD 4195681

  • LARRY THAYER

    Compliance OfficerCRD 4598879

  • EDWARD SAMSON

    CRD 2041321

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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