IKE Capital, LLC
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
FINTRXOverview
IKE Capital, LLC is an independent SEC-registered RIA (registered in 2004) owned by an individual and positioned as a capital allocator for both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and focuses on discretionary portfolio management for individuals, small businesses, and institutions, while also performing selection of other advisers. IKE Capital does not describe itself as an active ESG investor and is not flagged on its ADV as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities83%
- US Government Bonds11%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds1%
Contacts
2 of 2Andre Mcclure
PrincipalCRD 3040719
Lawrence Levy
Principal MemberCRD 1210556
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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