Ikalon Advisors LLC

RIASEC RegisteredEst. 2026
Total AUM
$442M
Discretionary
$0
0% of AUM
Avg account
$221M
Accounts
2
Employees
2
Advisory reps
3

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

FINTRX

Overview

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

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: Private Funds 97%, Public Funds/Mutual Funds 2%, Cash & Cash Equivalents 1%97%
  • Private Funds97%
  • Public Funds/Mutual Funds2%
  • Cash & Cash Equivalents1%

Owners & executives

2 of 2
  • Santiago Calderon

    CIOCRD 8213253

  • Catalina Rey De Sa

    Catalina Rey De Sa

    Chief Compliance OfficerCRD 5654516

Contacts

1 of 1
  • Nicolas Santos Charry

    PartnerCRD 8213254

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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