Idylian Capital
Firm details
- Headquarters
- Mcallen, Texas
- CRD number
- 316887
- Website
- idyliancapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles80%
- Individuals20%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Idylian Capital is structured as a limited liability company that operates with a hedge fund orientation. Ownership is held by an individual and the firm serves both individual/family and institutional clients. Its advisory work covers portfolio management for individuals and small businesses as well as for pooled investment vehicles. Compensation is a mix of asset-based fees and performance-based fees. Idylian does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Contacts
2 of 2
Rafael Jimenez Padron
General ManagerCRD 8028280
Antonio Silva Murillo
Co-FounderCRD 7489708
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mcallen, TX
Hidalgo
Location
Mcallen, TX
Headquartered in Mcallen, TX, anchoring the McAllen-Edinburg, TX metro in the South.
- Metro area
- McAllen-Edinburg, TX
- Region
- South
- County
- Hidalgo
- Address
- 813 N Main St
- Time zone
- CT (UTC-6)
- Office locations
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