IB Capital LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
San Juan, PR
CRD number
315886
Registered since
November 16, 2021

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Shelley Leonard

    Shelley Leonard

    CFOCRD 2401474

  • Edward Samson

    Edward Samson

    Founder and CEOCRD 2041321

Contacts

3 of 5
  • Matthew Lantieri

    Matthew Lantieri

    Operations ManagerCRD 4195681

  • Larry Thayer

    Compliance OfficerCRD 4598879

  • Paolo Ermenegildo Floriani

    OwnerCRD 2760686

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth