Ikalon Advisors LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 332654
- Registered since
- April 8, 2026
- Custodians
- GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC., MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses100%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Ikalon Advisors LLC is an independent Registered Investment Adviser that reports SEC registration in 2026 and operates as a limited liability company. The firm identifies as a capital allocator and structures fees as a mix of percentage-of-assets and fixed fees. Its stated advisory activities focus on portfolio management for individuals and small businesses and on the selection of other advisers, indicating reliance on external managers or fund structures rather than a strictly in-house, discretionary model. Ikalon does not report itself as an active ESG investor and is not registered as a multi-state adviser, pension consultant, or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds97%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2Santiago Calderon
CIOCRD 8213253

Catalina Rey De Sa
Chief Compliance OfficerCRD 5654516
Contacts
1 of 1Nicolas Santos Charry
PartnerCRD 8213254
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 175 Sw 7th St
- Time zone
- ET (UTC-5)
- Office locations
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