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 appears in FINTRX as an SEC-registered adviser since 2021. Ownership is listed as individual rather than institutional or corporate. The firm is classified as "unclassified" in the snapshot data, and it is not identified as a capital allocator. The profile fields for client base, fee structure, business activities and advisory services were not populated in the available record. FINTRX also flags the firm as not an active ESG investor, not a multistate adviser, not a pension consultant and not related to another adviser.

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth