IB Capital LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 315886
- Registered since
- November 16, 2021
- Website
- ibcapllc.com
Firm profile
FINTRXOverview
IB Capital LLC is a limited liability company that registered with the SEC in 2021. The firm is listed as owned by an individual and is classified as "Unclassified" in the FINTRX snapshot. The profile contains only a minimal set of firm-level disclosures: it is not identified as an active ESG investor, is not flagged as a capital allocator or pension consultant, does not operate as a multi-state adviser, and has no related-adviser designation recorded.
Assets & Accounts
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
2 of 2
Edward Samson
Founder and CEOCRD 2041321
Shelley Leonard
CFOCRD 2401474
Contacts
3 of 5
James Mccrory
ChairmanCRD 2366988

Matthew Lantieri
Operations ManagerCRD 4195681
Larry Thayer
Compliance OfficerCRD 4598879
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, PR
Location
San Juan, PR
Headquartered in San Juan, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 51 Calle Kings Ct
- Office locations
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