IDYLIAN CAPITAL

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$417K
Accounts
6
Employees
2
Advisory reps
2

Firm details

Headquarters
MCALLEN, Texas
CRD number
316887
Custodians
INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles80%
  • Individuals20%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Idylian Capital is a small, privately owned advisory firm that operates with a hedge-fund orientation while serving both individuals/families and institutional clients. The firm provides discretionary portfolio management for individual accounts and manages pooled investment vehicles, and its compensation combines a percentage-of-assets fee with performance-based fees—consistent with a manager that runs private fund strategies alongside separately managed accounts. Idylian Capital is not positioned as an ESG-focused manager and does not describe itself as a multi-state or pension consultant adviser. The firm’s activity profile indicates a mix of public-market management—largely through pooled public funds—and private fund management. The hedge-fund classification and the presence of a performance fee suggest Idylian Capital pursues active, return-seeking strategies rather than purely buy-and-hold beta exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

Asset composition

Asset composition: Public Funds/Mutual Funds 95%, Cash & Cash Equivalents 5%95%
  • Public Funds/Mutual Funds95%
  • Cash & Cash Equivalents5%

Contacts

2 of 2
  • Rafael Jimenez Padron

    General ManagerCRD 8028280

  • Antonio Silva Murillo

    Co-FounderCRD 7489708

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

MCALLEN, TX

HIDALGO

Location

MCALLEN, TX

Headquartered in MCALLEN, TX, anchoring the McAllen-Edinburg, TX metro in the South.

Metro area
McAllen-Edinburg, TX
Region
South
County
HIDALGO
Address
813 N Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth