IKE Capital, LLC

RIASEC Registered

Total AUM

$257M

Discretionary

$248M

97% of AUM

Avg account

$1.1M

Accounts

232

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 132473
Registered since: August 6, 2004
Website: www.ikecapital.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, PERSHING LLC
Fee structure: Percentage of AUM
Client types: HNWI90.11%
Individuals4.27%
Corporations / Businesses3.33%
Charitable Organizations2.29%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

IKE Capital, LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual principal. The firm is SEC-registered (initial registration in 2004) and operates as a capital allocator for both high-net-worth individuals/families and institutional clients. Fee arrangements are percentage-of-AUM. Advising activities include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of other advisers. The firm does not identify as an active ESG investor.