IB Capital LLC

Broker-DealerFINRA Member
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 privately owned limited liability company run by an individual owner. The firm’s public profile is sparse: it does not report its advisory activities, fee model, client segments, or investment strategies. Available data flag the firm as not being an active ESG investor and not operating as a capital allocator, pension consultant, related adviser, or multi-state adviser. There are no disclosed affiliations or industry activities provided.

Assets & Accounts

Investments & Alternatives

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

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