2k Capital L.L.C.
RIASEC Registered
Total AUM
$5.1M
Discretionary
$5.1M
100% of AUM
Avg account
$425K
Accounts
12
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 330872
- Fee structure
- Percentage of AUM, Other
- Client types
- HNWI78.43%
- Pension & Profit Sharing Plans19.61%
- Individuals1.96%
- Services
- Portfolio Management for IndividualsPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops
Firm profile
FINTRXOverview
2 K Capital L.L.C. operates as a limited liability company focused on portfolio management for individuals and small businesses. The firm engages in a variety of advisory activities, including the publication of periodicals, market timing services, and educational seminars. While it does not classify itself as a capital allocator or an active ESG investor, it provides tailored investment strategies to its clients.
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 Equities80%
- US Government Bonds10%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents4%
- Non-Investment Grade Corp Bonds2%
Contacts
1 of 1Karanjit Kamboj
Financial AnalystCRD 7547108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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