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 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

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
  • Edward Samson

    Edward Samson

    Founder and CEOCRD 2041321

  • Shelley Leonard

    Shelley Leonard

    CFOCRD 2401474

Contacts

3 of 5
  • James Mccrory

    James Mccrory

    ChairmanCRD 2366988

  • Matthew Lantieri

    Matthew Lantieri

    Operations ManagerCRD 4195681

  • Larry Thayer

    Compliance OfficerCRD 4598879

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

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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