Irish Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 334498
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI53.01%
- Individuals46.99%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Irish Capital LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with a fee model that combines a percentage of assets under management and hourly charges, and it primarily implements equity-focused strategies. Portfolios emphasize exchange-traded equities—both ETFs and individual stocks—paired with third-party managed alternative fund allocations where appropriate. Given the firm’s scale and client base, investment decisions appear aimed at liquid, cost-efficient vehicles for core exposure while selectively accessing less-liquid alternatives for diversification and return enhancement.
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
Owners & executives
1 of 1
Dustin Irish
CEO & COOCRD 7466001
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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