Karlov Street Capital, LLC

RIASEC RegisteredEst. 2023
Total AUM
$251M
Discretionary
$251M
100% of AUM
Avg account
$8.4M
Accounts
30
Employees
4
Advisory reps
2

Firm details

Headquarters
Boca Raton, Florida
CRD number
288910
Registered since
July 28, 2023
Fee structure
Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Karlov Street Capital, LLC is an institutional registered investment adviser organized as an LLC and SEC-registered in 2023. The firm focuses on managing pooled investment vehicles for institutional clients and charges performance-based and other fee structures. It does not position itself as an ESG investor and is not registered as a multi-state or pension consultant adviser. The firm lists an industry affiliation with a law firm, which may reflect in-house legal support or a close operational relationship tied to fund formation and compliance.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Keith Shapiro

    Keith Shapiro

    Chairman and Chief Executive OfficerCRD 6839543

Contacts

1 of 1
  • Jacob Shapiro

    Jacob Shapiro

    PresidentCRD 5826660

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, 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
Palm Beach
Address
155 E Boca Raton Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth