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 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
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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