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 and is owned by an individual. The firm's FINTRX snapshot classifies it as unclassified and indicates it is not a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. The profile contains minimal description of advisory activities, fee structure, client types, or manager allocation preferences. Public filings and the FINTRX record offer limited visibility into how the firm positions itself in the market or how it constructs portfolios, so there is little documented information about investment process, target client segments, or service offerings beyond the entity-level details above.
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
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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