Capra Ibex Credit Opportunities, LLC

RIASEC RegisteredEst. 2024
Total AUM
$45.1M
Discretionary
$45.1M
100% of AUM
Avg account
$22.6M
Accounts
2
Employees
8
Advisory reps
6

Firm details

Headquarters
New York, New York
CRD number
332538
Registered since
November 13, 2024
Custodians
UBS FINANCIAL SERVICES INC.
Fee structure
Fixed Fees
Client types
  • Corporations / Businesses100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Capra Ibex Credit Opportunities, LLC is an SEC-registered institutional RIA structured as an LLC and registered in 2024. The firm serves institutional clients and provides portfolio management for businesses and institutions under a fixed-fee arrangement. It is owned by an individual and is identified as a related adviser to another investment advisory entity. Capra Ibex does not market itself as an active ESG investor, does not operate as a multi-state adviser, and does not act as a capital allocator or pension consultant.

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

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

3 of 4
  • James Healy

    James Healy

    CEOCRD 1145062

  • Derek Doran

    Derek Doran

    Chief Operating Officer & Chief Compliance OfficerCRD 6026927

  • Michael Kurinets

    CIO and Portfolio ManagerCRD 2567676

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Contacts

2 of 2
  • Jiang Zhu

    Portfolio ManagerCRD 5026847

  • Andrew Kimura

    Co-Founder and PrincipalCRD 1320247

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

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
300 Park Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth