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 LLC is an individually owned hedge fund and registered investment advisor that manages portfolios for both individual/family clients and institutional pooled vehicles. The firm provides portfolio management for individuals, small businesses, and pooled investment vehicles and operates under a fee model that combines a percentage-of-assets charge with performance-based fees. Idylian Capital does not identify as an active ESG investor and is not positioned as a pension consultant or multi-state adviser according to the available disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

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

    Rafael Jimenez Padron

    General ManagerCRD 8028280

  • Antonio Silva Murillo

    Antonio Silva Murillo

    Co-FounderCRD 7489708

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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