IB Capital LLC
Firm details
- Headquarters
- San Juan, PR
- CRD number
- 315886
- Registered since
- November 16, 2021
Firm profile
FINTRXOverview
IB Capital LLC is organized as a limited liability company and is SEC-registered as an investment adviser since 2021. The ownership is listed as individual. FINTRX classifies the firm as unclassified and provides only a narrow set of operational flags rather than a full description of services or target clients. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is also not recorded as a multi-state adviser, pension consultant, or related adviser. The available record does not include details on advisory specialties, fee schedules, or client segments.
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 2Shelley Leonard
CFOCRD 2401474

Edward Samson
Founder and CEOCRD 2041321
Contacts
3 of 5
Matthew Lantieri
Operations ManagerCRD 4195681
Larry Thayer
Compliance OfficerCRD 4598879
Paolo Ermenegildo Floriani
OwnerCRD 2760686
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Juan, PR
San Juan-Bayam_n, 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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