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 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

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

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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